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I take a lot of calls from people who want to tell me about their wills. They will talk about how their will does one thing or another, but often they are mixing and matching the will with other estate planning documents. I suspect many times people keep all their estate planning documents together in one folder, binder, or location, and that … [Read more...]
You Know You Need a Will, but You Don’t Know Where to Start? Start by Reading This!
I get a lot of questions from people about how to start the process of setting up a will. I often inquire as to whether they want to start the process of drafting a will, or whether they are asking about what type of decisions go into a will and what they should be thinking about as they start a will. The answer to starting drafting a will is … [Read more...]
How Long Will it be Until my Living Trust is FUNDED?
I get asked about how long it will take to get a trust funded all the time. However, not everyone I talk to even knows what it means to fund a trust. Funding a trust in the process of re-titling assets in the name of the trust, or pointing assets to be Forms put into the trust at the time of death, so that the assets are owned by the trust. A … [Read more...]
Yes, You Have to Do Something to Complete Your Estate Plan
One of the most baffling things I have encountered in my law practice is how often people start the process with me, but do not complete things. I will meet with a potential client, talk to them about their situation, draft the documents, send out the drafts for review, and then hear nothing back. Despite repeated phone calls and emails to the … [Read more...]
Yes, I Am Am Booked 3 Months Out, But This Is How We Can Get Your Estate Plan Done
I have become quite busy in my estate planning practice. I am currently booked solid over the next 90 days…it is a great thing for me, but also a limitation of being a solo estate planning attorney. There is only one of me and I can’t do more than I am able to do as me being myself. Often that fact can deter people from even calling me to … [Read more...]
Planning Before The Emotional Impact of a Death
I often discuss the virtue of planning ahead, so that you are not stuck with the default rules about who gets assets after you pass away. Many of what I discuss focuses on how you may want different things to happen with your assets than the default rules set up by the Colorado legislature, but there is a lot more to consider when death arrives … [Read more...]
Working With Your Estate Planning Attorney to Get What You Want
I was on a Zoom meeting recently with another attorney, and that attorney mentioned that she likes to write blog posts because it gives her more of a chance to do legal writing. I listened to what she meant by that and she talked about how a blog post gives her a chance to write something to explain one aspect of the law, or another, and that she … [Read more...]
Why Death Is No Laughing Matter, But Estate Planning Is!
When I was a child, I watched cartoons on Saturday morning, as I suspect many of us did. My siblings and I would watch cartoons, and if we were lucky, Mom and Dad would not be in the same room when Saturday morning cartoons were over, and we could keep watching TV until our parents intervened. Often we would only get a few minutes into the next … [Read more...]
Adventures in Mobile Estate Planning – Replacing the Banister
A little over twenty years ago, my wife and I purchased a couch. It was our first major furniture purchase together and we paid something like $400 for the couch, which was HUGE money for a young couple like we were. My wife was working while I was in law school, but it was still a big purchase. The couch was delivered to our apartment and we … [Read more...]
Lessons From a Basketball Referee: Working Together To Be Collaborate and Not Combative During the Estate Planning Process
I am an estate planning attorney, but that is not the only thing I do. I also am a basketball referee, and referee high school basketball. I have been officiating basketball for many years, and based on my schedule, I work almost exclusively at the high school varsity level at this point. I have come to learn that referees, coaches, and (most of … [Read more...]
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