Forbes Best-In-State Wealth Advisors – 2019

Forbes Best-In-State Wealth Advisors – 2019

Our office received good news recently that I thought you would like to hear about. Billy Peterson has been named in the 2019 edition of the Forbes list of Best-In-State Wealth Advisors and is number 13 in the state of Utah! The list recognizes top financial advisors...
Getting Organized Checklist

Getting Organized Checklist

GETTING ORGANIZED If divorce is at your doorstep, you need to develop an organizational system that will work for you – and prevent you from drowning in a sea of paperwork. You will save time, money, and lower your stress levels if you can put your hands on a document...
Divorce and Estate Planning

Divorce and Estate Planning

Divorce and Estate Planning How does divorce affect estate planning? Wills for both spouses are often drawn up sometime during the marriage–particularly if there are children involved. When divorce is contemplated, the selection of beneficiaries and executors...
Dealing With Divorce

Dealing With Divorce

Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money. You certainly never expected divorce when...
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