since 1982
Helgesen Waterfall & Jones
Layton-Clearfield Office:
(801)544-5306
Ogden Office:
(801) 479-4777
 
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Estate Planning and Asset Protection
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Who needs estate planning?
You do.
 
Experience counts...        
Attorneys at Helgesen, Waterfall and Jones have planned more than a thousand estates. Our lead estate planner, Jack Helgesen, has degree in finance. He began his career planning large estates for retirees in Mesa, Arizona, and he has continued that work in Utah the last 25 years. He writes a regular Utah Elder Law column in Simply Seniors magazine, including frequent articles on Utah estate planning topics. He is a member of the National Association of Elder Law Attorneys (NAELA).

What is estate planning?
Planning for the preservation and transfer of a person’s property after their death is called “estate planning.” A good estate plan includes a Will, powers of attorney, a Living Will (“Utah Advance Health Care Directive”), and usually a Trust.

What is asset protection?
Asset protection is part of good estate planning for many seniors. It requires planning to:
          •  eliminate or reduce taxes     
          •  protect your money and property from future creditors
          •  protect you from losing your assets because of
             disability or incompetence
          •  anticipate and plan for nursing home or catastrophic
             medical expenses which might require medicaid or
             other public benefits
          •  place inheritances you leave to irresponsible children
             or grandchildren in the hands of safe managers

You can call and meet with Jack Helgesen at either of our locations:

 We are happy to meet with you in a FREE INITIAL CONSULTATION to discuss your estate planning needs, including:
  •    Utah Wills
  •    Utah Living Trusts
  •    Utah Advance Health Care Directives
  •    Utah Powers of Attorney
  •    Utah Revocable Trusts
  •    Utah Irrevocable Trusts
  •    Utah Asset Protection Trusts
  •    Utah Legacy Trusts
  •    Utah Special Needs Trusts
  •    How to leave an inheritance to irresponsible children
  •    How to avoid probate
  •    Other estate planning issues

Please call us today.






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OGDEN OFFICE:
4605 Harrison Blvd.,
Suite 300 - Ogden, Utah 84403
Tel. (801) 479-4777
Fax.(801) 479-4804


LAYTON - CLEARFIELD OFFICE:
1436 Legend Hills Drive #110
Clearfield, Utah 84015
(across I-15 from Davis Hospital)
Tel. (801)544-5306
Fax.(801)614-0443

OGDEN OFFICE:
4605 Harrison Blvd., Suite 300  Ogden, Utah 84403
Tel. (801) 479-4777
Fax.(801) 479-4804

LAYTON - CLEARFIELD OFFICE:
1436 Legend Hills Drive, Suite 110
Clearfield, Utah 84015
Tel. (801) 544-5306
 Fax.(801) 614-0443