Estate planning stretches far beyond managing your finances. It includes planning for your future, your legacy, and how your wishes will affect your loved ones.
In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Stanford McCullough, J.D., LL.M., CFP® to discuss his new role at Blue Barn Wealth in the advisory space, working with clients as he specializes in estate and tax planning.
Stanford discusses:
- When is the right time to start estate planning
- What a personal representative is and how it relates to your estate planning
- The ins and outs of advanced medical directives
- Why you should avoid probate during estate planning
- And more
Connect with Blue Barn Wealth:
- info@bluebarnwealth.com
- (801) 466-4101
- Blue Barn Wealth
- LinkedIn: Jeff Brimhall
- LinkedIn: Benjamin Cummings
- LinkedIn: Blue Barn Wealth
- Facebook: Blue Barn Wealth
- Twitter: Blue Barn Wealth
- Instagram: Blue Barn Wealth
Connect with Stanford McCullough:
About Our Guest:
Stanford McCullough, J.D., LL.M., CFP® is an associate attorney at Fabian VanCott. Stanford graduated from the S.Q. Quinney school of Law (University of Utah) and then received his LLM in Taxation from UC Irvine. He currently serves as the Program Chair of the Tax Section of the Utah State Bar.
Stanford studied for his undergraduate degree at the nationally-ranked financial planning program at Utah Valley University, and he maintains his CFP® certification today. Combining his CFP® certification with his LLM in Taxation, Stanford is well-equipped to be an asset for his clients in planning around their personal finances and in navigating their tax picture.
At Fabian VanCott, Stanford specializes in income tax planning for liquidation events, wealth transfer and estate planning, and business succession planning for high-net-worth families and entrepreneurs. Stanford is surrounded by a team of reputable income and estate attorneys who assist on complicated income and estate tax planning cases and transactions.
Stanford is entrepreneurial-oriented and started several part-time businesses while in college. Stanford is an avid sports fan and loves skiing, mountain biking, canyoneering, and mountain climbing.
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