Daryl P. Sam, Attorney at Law

Daryl P. Sam, Attorney at Law Our firm specializes in the areas of estate planning and probate.

04/27/2023

Estate Planning Tip of the Week: “April showers bring May flowers” reminds us that even through times of adversity, good things will follow. Estate Planning can be seen as a challenge but the rewards of completing it makes the short challenge worth it. Call or go online to get started today.

04/06/2023

Estate Planninng Tip of the Week: This year the Federal Estate and Gift Tax exemption has increased from $12.06 million in 2022 to $12.92 million per individual (or $25.86 million for a married couple). Meaning that you may gift a total of $12.92 million in assets over the course of our life and passing without owing any Federal Estate Tax. If you or someone you know has a large estate, call or go online to discuss how this might affect you.

03/23/2023

Estate Planning Tip of the week: There has been a recent change in the law that we would like to inform you of. Due to the retirement crisis the US is facing right now, the Retirement Reforms of Secure Act 2.0 are maybe something you want to brush up on. Here are 5 take aways that might affect you: 1. Performance Benchmarks for Target-Date Funds, 2. Automatic 401(k) Transfers, 3. Employer Match for Student Loan Payments, 4. Roth Employer Match, and 5. No more RMDs for Roth 401(k)s. Call or go online today to set up an appointment and plan for your retirement with the inclusion of your Estate Plan.

03/08/2023

Estate Planning Tip of the Week: Marching forward into this new month, set some goals for yourself regarding your Estate Plan! Estate Planning is something tailored to your specific needs. By setting some goals for yourself you can ensure that everything you would like to be included will be. Through a lack of planning or rushing through your Estate Plan you can miss things that may become important later. Take the time to plan out your Estate. Call or go online to get started with yours.

02/16/2023

Estate Planning Tip of the Week: Did you or a loved one make any of these five critical estate planning mistakes? Sadly, most Americans are indifferent to estate planning-at best-or completely ignore the issue-at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Listed are five of the most critical estate planning mistakes: Not having any Estate Plan, Failing to properly handle paperwork, Not reviewing documents regularly, Not funding your trust and giving away too much, too soon.

If you’re ready to get your Estate Plan started or finished, please go online, or call today to get an appointment scheduled.

01/30/2023

Estate Planning Tip of the Week: There is no one size fits all best practice for estate planning. That’s why it is so important to counsel with your loved ones and your attorney to determine which estate plan best suits your situation. Our office is here to guide you through this process. Call or go online to get started today.

01/20/2023

Estate Planning Tip of the Week: Estate planning is not just about money. Several things are encompassed into your estate plan such as powers of attorney, guardians for minors, and precious keepsakes. Get started today on your estate plan and ensure that your plan includes each of these and more. Call or go online to set up a consultation.

01/12/2023

Estate Planning Tip of the Week: We collect stuff throughout our lives. This “stuff” is known as our personal property. Some items are valuable, like jewelry, baseball cards, and works of art. Other items are sentimental, like grandma’s tea set, old Christmas ornaments, and photographs. Regardless of the value, it is important that these items be distributed the way you want. Something you can do right now is create a personal property memorandum. This document must be referenced in your will or trust and can act as a checklist making sure that everyone receives what you would like them to. To get started on yours call or go online today.

01/05/2023

Estate Planning Tip of the Week: A new year means a fresh start for a lot of things. Whether it's starting your estate plan or finishing it, make estate planning a part of your New Year's goals to complete. Call or go online to get started (or completed) today!

12/07/2022

Estate Planning Tip of the Week: There are many reasons why people avoid finishing up their estate planning. Like other money management chores, estate planning is often put off in favor of more pressing concerns. Busy lives, holidays, vacations, and major life events like marriage or pregnancy can cause people to put off their estate planning. While certainly understandable, this kind of procrastination can have serious consequences and will add another large and emotionally charged project to your family’s to-do list when you are gone. This holiday season schedule just 15 minutes to start or finish your estate plan. Call or go online today to get a 15 minute consultation.

12/01/2022

Estate Planning Tip of the Week: Gift giving is a part of the holiday season. This season give your family the gift of your estate plan being completed. This gift will last long after the holidays and for many years to come. Call or go online today to get started.

11/24/2022

Estate Planning Tip of the Week: This week we are feeling very thankful for all our wonderful clients. When thinking of what you're most grateful for, we hope estate planning made the list. Protect your family this holiday season by going online or calling to get your estate plan started next week as our office will be closed Thursday and Friday this week due to the holidays.

Address

5959 S. Redwood Road Lexington Square
Taylorsville, UT
84123

Telephone

+18015066767

Website

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