Client Resources
The Estate Planning process comes with many questions. R&R Legal Services, PLLC provides answers to some of the most common questions about Estate Planning. Please feel free to contact us if you have any further questions about our estate planning process.
Frequently Asked Questions
What is Probate?
What is Joint Tenancy with Rights of Survivorship?
What is a Will?
What is a Living Will (Advance Medical Directive)?
What does Intestacy Mean?
What are Beneficiary Designations in Estate Planning?
What is a Power of Attorney and When Do I Need One?
What is a Revocable Living Trust?
Who Should Have a Revocable Living Trust?
Estate Planning Resources
Joint Marketing
We would be honored to have the opportunity to speak to your clients or prospects about Estate Planning or Elder Law issues. If you would like to partner with us to plan a Workshop or Client Appreciation Event, do not hesitate to contact our office.
Client Education
Please visit our blog or archive of monthly newsletters to learn more about in-depth Estate Planning and Elder Law issues. You can also subscribe to our monthly email newsletter.
Feel free to contact us if you have any questions about our estate planning process. We can be reached at our offices in Washington Terrace, Utah, or contact us by email at info@rrlegalusa.com
We look forward to working with you to help our clients create a plan for their future!
Client Questionnaire
We design our estate planning around 3 things:
Personal Goals
& Objectives
Your Family
Your Life Situation
we ask that you consider a few questions before arriving for your no cost no obligation consultation. The more you think about these questions and provide detailed answers, the better we can help you as the architect to you Holistic Estate Plan.
- Do you have children who are dependent on you? If an unforeseen incident or catastrophic event happens to you, could they have the life they have now?
- What is the likelihood that one of your beneficiaries could get a divorce or even precede you in death?
- To whom would you like your real estate to go? Do you know how to ensure they get all of it?
- Do you dislike the idea of a Probate Court overseeing your things and getting between your will and your family?
- How much tax would your children have to pay on your estate? Could they afford this while your assets move slowly through Probate Courts?
- If you have firearms, have you arranged for anyone to inherit them properly and legally?
- Do you have a prepaid funeral plan or wish for a specific burial or to have someone perform a specific action with your remains (scattered ashes, buried in a specific plot, etc.)?
- Would you wish to leave any inheritance to a life partner who may or may not be recognized on paper?
- Is your estate spread over multiple states or countries?
- Is your estate worth more than $3,000,000?
- Are you worried about your pet’s well-being if something happens to you?
- Do you have the income and retirement funds to cover the costs of “chronic critical care”, assisted living or a nursing home? Could you afford long-term health care along with your family’s expenses?
- Are you worried or have you considered if beneficiary’s inability to handle money?
- Do you wish to give to a beneficiary whose taxes already weigh heavily on him or her?
- Do any of your beneficiaries have conditions that may struggle with disability, either physical or mental?
- Do you worry about who would make the best decisions concerning your care if you get sick?
- How much money, if any, may you wish to gift to charity?
- Would you like to leave assets to someone living with government assistance or donate such funds?
- What person or persons will make all decisions pertaining to your financial and health situation if you were to get sick?
