Madeline Charles's Contact Details

Madeline Charles's Company Details

Sundance Law Group: Wills, Trusts & Business Planning

Lehi, UT, US • < 5 Employees
Legal/Attorney

Marianne Ludlow secures and protects individuals, families and businesses through estate and business planning, including Wills Trusts (both revocable and irrevocable) Asset Protection and Tax Planning Disability Planning Strategies for Beneficiaries with Special Needs or other Considerations Trust Administration and Probate Business Formation and Succession Planning. Marianne helps clients pass down their assets to their beneficiaries smoothly and in a tax-advantaged way with the goal of creating opportunities for future generations and leaving them better off. Marianne partners with clients to help them achieve their goals and provide their loved ones with financial security and peace of mind. She combined the latest estate and business planning strategies with experienced counsel to provide clients with extraordinary legal services and top-notch client care. Marianne is committed to not only drafting a personalized estate plan, but also helping clients implement it. When she was just out of law school 20 years ago, her 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. She and her dad spent many late nights locating disorganized assets and navigating probate. Also, even though her 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. Marianne provide clients with help, education and support with their estate plans so they can achieve their family and business goals and have peace of mind and predictability for their loved ones and business.