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A couple of weeks ago my wife’s phone battery stopped holding a charge. She would charge the phone overnight, and start using it the next day, but within an hour, the phone was down to 30% of its battery life. Given the nature of modern society, and how it can be difficult to function without […]
Are Trusts Taxed? [Answered]
I get asked the question above on an almost weekly basis. The short answer is that if you put your assets into a trust, you still get taxed. A trust is not a magical way to avoid all taxes on assets, despite persistent myths to the contrary. A trust can help to minimize taxes, but […]
[ANSWERED] How Often Should You Update Your Will?
Almost every person I meet asks me how often they should review, update, or revisit their will. I am happy to answer this question, explaining as follows: “You should update your will every few years, or whenever you have a major life change.” Please read the following sentences in as sarcastic of a voice as […]
Four Fundamental Estate Planning Documents: Part 4 – The Living 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 […]
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 […]
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