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American Academy of Estate Planning Attorneys

The American Academy of Estate Planning Attorneys was established in 1992. Mr. Holmgren has been an active member since 1995. Click here to visit his Academy website.

Long Life in Okinawa

Take a moment to watch this video from CNN on the amazing health and long life of Okinawans.

Seinfeld Has An Answer for Everything

In this classic Seinfeld episode, Jerry and Kramer discuss living wills. Although humorous, it makes a great point about the importance of this key document.

 

DocuBank
Utah's New Domestic Asset Protection Trust (DAPT)

Effective May 2013, the DAPT statute (or DAPT law) provides a powerful way to protect assets from various creditors and especially from lawsuits.

CLICK HERE for full, printable article.

3GenFam

Welcome to the Spotlight Site of Randall J Holmgren.

Check back frequently for information on estate and legacy wealth planning, asset protection and wills and trusts.

Hopefully, you'll find articles and resources to better protect your family financial security now and after you're gone.

Financial Abuse of the Elderly
Posted on May. 24, 2013

As we age, we become more at risk to undue influence, abuse, and neglect – by some who can profit from our financial resources and other assets.  Cases of abuse are rarely prosecuted as criminal matters – they are rarely reported.  In most communities, people generally don’t know how to report an elder abuse case.  California has recently enacted a law (Welfare & Institutions Code Section 15610.30) designed to address elder financial abuse and to motivate incentivize victims, their families, and even their lawyers to take action.

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Happiness Through the Years: Eight Ways to Keep Smiling
Posted on May. 20, 2013

Often as we age, we can lose sight of what makes us happy. Here are eight ways to keep smiling:

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Estate Planning & Divorce
Posted on May. 16, 2013

Many states -- including Utah -- have enacted laws (Utah Code Section 75-2-802) that automatically terminate death-beneficiary designations (e.g., in life insurance policies, IRAs, 401k’s, annuities) upon the divorce of the asset owner and that person’s spouse. This rule only applies to death-beneficiary designations that were revocable when created. The law tries to accomplish what state legislatures assume most divorced couples would want. The automatic termination does not apply to designations that were created as irrevocable designations. However, the law doesn’t answer two key questions: 

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May is Stroke Awareness Month- Part 2
Posted on May. 14, 2013

Last week I shared the potential symptoms and warning signs of stroke. If you do suffer a stroke, it is critical that you take a proactive and informed approach to post-stroke care. Regardless of the severity of your stroke, actively planning for discharge and care at home can make all the difference in the rate and quality of recovery.

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May is Stroke Awareness Month
Posted on May. 8, 2013

Worldwide, stroke is the second leading cause of death. According to the World Health Organization, 15 million people suffer from strokes each year.

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Living Trusts: Are they nesessary?
Posted on May. 1, 2013

QuestionSo many people say they have a Living Trust, but we’re not sure if we need one. How do we know if a Living Trust is necessary for us?   

Answer:  People use Living Trusts for various reasons. Some or all of these reasons may be important to you:

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Are Your Lifestyle Choices Affecting Your Happiness?
Posted on Apr. 5, 2013

What is the key to a long and happy life? There seems to be no single answer but evidence does support a number of lifestyle behaviors that can increase lifespan, healthspan and overall quality of life. Here is what Longevity expert Dan Buettner discovered when he traveled around the world in search of what makes people happy.

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Wills and Trusts Update Checklist
Posted on Apr. 4, 2013

Spring is the perfect time to review your wills and trusts. This checklist will help remind you of aspects of your wills and/or trusts that need to be reviewed by your estate planning attorney and, where necessary, updated:

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Medical Directives Checklist and DocuBank
Posted on Apr. 4, 2013

A few years ago, Utah enacted a new statute (law) dealing with end-of-life decisions.  Previously, a person could sign a simple “living will” to provide directions for when medical providers should withhold artificial life support in lieu of unnaturally prolonging the dying process.  Current law gives people more options and flexibility regarding end-of-life decisions.  This may be a good time for you to review your end-of-life documents with your attorney to ensure that they reflect your current desires.  At the same time, review your “medical power of attorney” which enables someone to make medical decisions if you are unconscious and in need of serious medical attention -- such as a blood transfusion, amputation, cancer treatment, and a host of other possibilities.

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Medical Directives Checklist and DocuBank
Posted on Apr. 4, 2013

About 4 years ago, the Utah enacted a new statute (law) dealing with end-of-life decisions.  Prior to that time, a person could sign a simple “living will” to provide directions for when medical providers should withhold artificial life support having the effect of unnaturally prolonging the dying process.  The law was changed to give people more options and flexibility with regard to end-of-life decisions.  At our firm, based on the Utah statute, that legal document is now eight pages in length rather than one.  However, the eight-page document also includes what some people refer to as “medical power of attorney” which enables someone to make medical decisions if you are unconscious and in need of serious medical attention such as blood transfusion, amputation, cancer treatment, and a host of other possibilities. 

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About Randy

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I help clients prepare for their unexpected death or disability. Using legal documents such as Wills, Trusts, Power of Attorney, LLCs and more, we can ensure that your hard-earned assets go to the right people, at the right time, and in the right way–and are managed by someone who is competent, skilled and trustworthy.

I also help clients identify their non-monetary legacy (values, wisdom, principles, beliefs, life experiences, family name and a commitment to certain charitable causes) and how to effectively pass that legacy on to family and others.

Take time to consider the value of your life to others. Don't miss opportunities to leave a greater legacy than just money.

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