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You can control when your heirs actually inherit
Leaving financial assets to your heirs can be difficult. Maybe you do want them to inherit some of your wealth, but you’re just not sure that the time is right.…
Can you choose to disinherit certain family members?
Some people have a sense of entitlement when it comes to the property of their family members. Children and grandchildren frequently develop expectations based on what they think certain property…
3 estate planning mistakes to avoid
Mistakes in your estate plan can cause a lot of problems for your family and also perhaps for you. Let’s look at the kind of mistakes people commonly make. The…
Roles of trust you need to allocate in an estate plan
Implementing your estate plan requires the help of several people. Or perhaps one person who can take on various roles. A financial power of attorney They can do things like…
3 reasons to tell your family about your estate plan
You might want to keep the details of your estate plan to yourself. Many people do. Yet it is typically best to share at least some details with your family. Here are…
What is a letter of instruction?
However simple or complex your estate plan is, there is one document that it should always include. This is a letter of instruction. This document is relatively straightforward to write, but…
This may be the biggest myth about estate planning
There are many different myths about estate planning, and it’s important for people to sort this out before they get started. You don’t want to make any avoidable mistakes simply…
Do you need to include powers of attorney in your estate plan?
Some estate planning documents are more common than others. Most people who intentionally plan their estates will create a will, but trusts are less common. Just because documents aren’t used…
The value of a revocable trust in your estate plan
A revocable trust is a powerful tool for your estate plan. Whether you wish to avoid probate or protect assets for future generations, creating a revocable trust can help you…
How do advance medical directives work?
Estate planning allows you to manage your life and your finances, but it also helps you retain control over issues affecting the end of your life. For example, you can…
Post-divorce estate plan changes involve more than money
If you’re divorcing, you’ll almost certainly want to make some changes to your estate plan. It’s wise to have both estate planning and family law guidance as you do this.…
How to protect your digital assets with an estate plan
Your written will likely includes details on how to distribute finances, precious belongings and other tangible assets. If you do not account for your digital assets as well, though, your…
What government programs need to know when someone dies
The only guarantees in life are death and taxes. When someone passes, government authorities must receive a notification. It is a good idea to assign individuals to handle delivering these…
Should you update your estate plan?
As a resident of Colorado who has already created an estate plan, you are one step ahead of many people. However, simply creating an estate plan unfortunately is not enough.…
Don’t wait to write a will
It’s a common misconception that wills only need to be written at an old age. Most adults are not thinking about how their property and assets should be divided after…
Where there’s a will, there may be a reason to contest it
The most basic, and arguably most important, estate planning tool; a will can be used to accomplish several estate planning objectives including: Designate a guardian for a minor-aged child Designate…
Estate planning: Three legal tools to put in your toolbox
Some may see the practice of estate planning as one that focuses in death; others prefer to focus on the brighter side: hope. Estate planning is an area of law…
Estate Planning: How to Incorporate Values and Faith
Estate Planning: How to Incorporate Values and Faith Passing along values and beliefs, for many, is as important as a tangible inheritance. Estate planning is a method of accomplishing this.…
The Best Inheritance: Family Values and History
The Best Inheritance: Family Values and History According to the recent study titled 2012 Allianz Life American Legacies Pulse Study which focused on surveying those between the ages of 47…
Estate Planning: Family Meetings
Estate Planning: Family Meetings You’ve signed the documents, made the decisions about your social media and your assets, you’ve funded your trust and you’ve chosen your business successor. Congratulations –…
Estate Planning: Don’t Forget Social Media!
Estate Planning: Don’t Forget Social Media! It hasn’t been long since all of our financial and tax records were on paper. We could contain them in a filing cabinet or…
Estate Planning for Young Families
Estate Planning for Young Families. For many young families, estate planning seems like the sort of thing one does when they’re older. Perhaps they don’t think they can afford it,…
Current Event: Huguette Clark Estate Controversy
Current Event: Huguette Clark Estate Controversy News Story Huguette Clark, the youngest daughter of Idaho State Senator William Clark, a copper tycoon, died in 2011 at 104 years old. Her…
Does My Child Need Estate Planning?
Does My Child Need Estate Planning? When your son or daughter reaches the age of majority — eighteen years old — you lose your legal ability to make any decisions…
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Phone: 303-991-5280
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