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Our Process

What are your fees?

What Are Your Fees? At Utah Senior Planning, we believe that transparency and open communication are the keys to building strong relationships with our clients.

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Newsletter

July 2023 Newsletter

This quarter, we are focusing on Final Expense Planning. We plan for many major events in our lives, such as weddings, birthday parties, anniversaries, and baby showers, and we even plan for unexpected events by...

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Newsletter

April 2023 Newsletter

This quarter, we are focusing on Estate Planning. Creating an estate plan is the best way to secure your assets and ensure that your family will be cared for in the event of your death....

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Newsletter

January 2023 Newsletter

This quarter, we are focusing on Senior Real Estate. There are many reasons you may decide to sell your home in your senior years, such as health changes in your partner or yourself, wanting freedom...

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Newsletter

October 2022 Newsletter

This quarter, in honor of Veterans Day on November 11th, we are focusing on the VA Aid and Attendance benefit, which helps veterans and their spouses who are in need of assistance with activities of...

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Newsletter

July 2022 Newsletter

This quarter, we are focusing on highlighting the differences between types of long term care so that you can make informed decisions about which best fits your and your family’s needs.

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Our Process

Free Analysis

  At Utah Senior Planning, we are happy to do a free analysis for you to see what services you would benefit from and what

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