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When I talk with clients about estate planning, I often need to start with the basics, giving them a good solid foundation. I am not sure I have done that yet on my blogs, so I am excited to do a four part series where I talk about the basic, foundational documents of every estate […]
Four Fundamental Estate Planning Documents: Part 3 – Medical Power of Attorney
The Medical Power of Attorney When I talk with clients about estate planning, I often need to start with the basics, giving them a good solid foundation. I am not sure I have done that yet on my blogs, so I am excited to do a four part series where I talk about the basic, […]
Four Fundamental Estate Planning Documents: Part 2 – The Financial Power of Attorney
The Financial Power of Attorney When I talk with clients about estate planning, I often need to start with the basics, giving them a good solid foundation. I am not sure I have done that yet on my blogs, so I am excited to do a four part series where I talk about the basic, […]
Four Fundamental Estate Planning Documents: Part 1 – The Will
When I talk with clients about estate planning, I often need to start with the basics, giving them a good solid foundation. I am not sure I have done that yet on my blogs, so I am excited to do a four part series where I talk about the basic, foundational documents of every estate […]
Asset Protection: The Difference Between Irrevocable Trusts and Revocable Trusts
A couple of weeks ago, I had a conversation with a financial planner who has referred business to me for several years. This financial planner told me we need to provide asset protections in a trust for a potential client he planned to refer to me, and referenced using a revocable trust. We have these […]
The 3 Roles in a Trust, and Why They’re Important to Understand Before Sitting Down With Your Estate Planning Attorney
A couple of weeks ago I was discussing a trust with a client, and thought I had explained what a trustmaker, trustee, and trust beneficiary were. While I was talking about how only one of their kids would act as the Trustee, the client reacted with haste, exclaiming, “WHAT DO YOU MEAN ALL OF MY […]
Estate Planning is Not for You (It’s for Your Family): The Story of My Whiteboard
I have a whiteboard in my office. It was provided by the company from whom I rent my office – Office Evolution. I have offices all over the Denver Area and the Front Range, because I can use all of their locations. I love the professionalism of this workspace, and it really is what allows […]
Estate Planning for Life’s Two Certainties: Death and Taxes
Nobody likes taxes…well, nobody likes to pay taxes. Many people might like the benefits that taxes provide, but nobody likes to pay the taxes. I remember reading a fake news article (which I cannot find on the internet now!) where a man was surprised to learn his taxes were going up. He said that he […]
Saying Goodbye
I said goodbye to my best doggie friend this week. On Tuesday, January 22, 2019, I had to let my best doggie friend, my Scylla doggie, leave this earth. I held her in my arms at around 10 pm that night as she passed on. I was not prepared – it happened so quickly. I […]
Estate Planning and Collaboration, A Great Combination
I have a confession. A dark secret that I hide behind a facade of confidence and competence. I know this may come as a surprise to some people who know me well, but I am here to admit, “I don’t know everything.” (I can hear a collective gasp of disbelief from my friends, and a […]
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