Marianne J Ludlow founded Sundance Law Group to help people in Utah secure and protect their families and businesses through proper legal planning, including wills, trusts, powers of attorney, tax minimization, trust administration and business planning.
I partner with families and business owners to help them achieve their goals, provide them with financial security and peace of mind, and communicate their values to future generations.
While an important aspect of estate planning is passing down your assets to the next generation in the best way possible, it is also about transferring values, traditions, and security. It’s about having your assets create new opportunities and leaving the next generation better.
Sundance Law Group is committed to not only drafting a personalized estate plan, but also helping our clients implement it. When I was just out of law school 20 years ago, my grandmother died.
While she had a will and trust in place, the attorney had not helped her organize and transfer her assets into the trust. My dad and I spent many late nights locating disorganized assets and navigating probate.
Also, even though my grandmother lived frugally, because she also didn’t have an ongoing relationship with her attorney, the attorney never addressed tax issues that arose when her assets appreciated, resulting in a large tax at her death.
Proper planning and implementation can help avoid these types of situations and can ease the burden of loved ones during difficult times. I provide my clients with help, education and support with their estate plans so they can achieve their family and business goals and have peace of mind, security and predictability for their loved ones and business.
