Many of us are familiar with family estate plans, but did you know that you can create a succession plan for your business?  Entrepreneurs understand the difficulties of starting a business; especially one that succeeds over a long period of time.  How can you protect the business you have put so much blood, sweat, and tears into creating?  A buy-sell agreement is a planning tool … Continue reading succession plans for your business

Thanks to all who came out and supported us at the open house for our new office location! It has been a pleasure getting to know more of you in person over these past few months. Since I started writing in your magazine, the content has been primarily about estate planning. With the opening of our 25th Street office and the partnership between Inter Vivos and Peace Legal, I … Continue reading Intervivos – Peace Legal’s Goals and Values

If you are thinking of selling at any point, whether to downsize as you get older or to upsize due to a growing family, know that the face of today’s buyer is changing and your listing agent is going to have you do things to your home that might not make sense to you at the time. One reason you hire a realtor is because … Continue reading The Changing Face of Today’s Buyers: Home Functionality & De-Cluttering

What’s your first thought when you consider the safety of your investments? You might think about federally insured deposit accounts through National Credit Union Share Insurance Fund (NCUSIF). That’s a logical and comforting first thought for most credit union members, because your deposit accounts are covered up to a total of $250,000, and not one depositor has ever lost money in a deposit account that … Continue reading Are your investments safe Wasatch Peak Credit Union

Did you know that driving at night can be just as dangerous as distracted or impaired driving? Darkness brings additional challenges to see and be seen on the road so here are some tips to help you drive safely at night. The eyes have it. The more birthdays we have, the more important it is to get our eyes examined. Get routine checkups and schedule … Continue reading Heiner’s Insurance – How to stay safe while driving  at night

Some requirements to qualify for my Certified Senior Housing Professional (CSHP) certification have included touring many communities in two counties and reading a number of books on downsizing, reverse mortgages, long-term care insurance, plus my favorites How to Say it to Seniors and Aging in the Right Place.  It’s been a crazy time of 14-hour days preparing for this exam and doing 30 days of … Continue reading Moving Mom and Dad

Close your eyes and picture—wait, I guess that would make it hard to read—don’t close your eyes. Instead, picture this. You return from a nice seven-day trip feeling relaxed and refreshed. But then you walk into your house, and it’s a mess. The sink is full of dishes, you have clothes all over your floor from packing, and the dog’s toys are all over the … Continue reading 7 Things to do before you leave on vacation

We came home this past fall to blood running across our garage floor. After realizing it wasn’t the scene of a murder, I found that we had stored a folding table behind our freezer and it had hit the plug just enough that it lost power. Our meat storage was lost, BOO! There are few things more frustrating than having your appliances not work properly.  … Continue reading Tips to getting clean dishes from your dishwasher

Sometimes you know when you need new tires. You may feel your car slip when it is wet or notice the tread looks a little low. But often, tires are something we don’t pay as much attention to as we should. Tires are important to your car’s overall safety, so here are some tips to consider. Signs your vehicle may need new tires: Wear and … Continue reading When to Replace Your Tires