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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 plan. Hopefully this will set a good foundation for you. In my … [Read more...]
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 types of conversations all the time, as we … [Read more...]
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 CHILDREN WILL NOT BE ON THE TRUST? THAT’S NOT WHAT I … [Read more...]
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 me to be a completely mobile estate planning attorney. … [Read more...]
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 voted for all of the new parks, recreation … [Read more...]
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 was not OK - I am still not OK. My children tell me that they had never seen me … [Read more...]
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 faint scoff from my family…) Because I don’t know everything, I also … [Read more...]
Veterans Administration Aid and Attendance Update: Eligibility in Colorado in 2019
On October 18, 2018, the Veterans Administration (VA) changed eligibility requirements for the benefit commonly known as Aid and Attendance, which is a VA pension for veterans who served in time of war, or their surviving spouses. You can read more about the changes that were implemented here. In short, the Veterans Administration changed the … [Read more...]
Adventures in Estate Planning: Christmas Lights
I have always loved outdoor Christmas lights. I love seeing them up, and I enjoy the differences in outdoor Christmas light displays. My family and I used to drive around and look at outdoor Christmas lights around the neighborhood during December. My family continues this tradition, only my wife and children go with me now. Growing up, we … [Read more...]
Adventures in Estate Planning: The Same Day
It takes time to do estate planning properly. This seems like it would be obvious, but sometimes I need to remind people of this fact. I do my best to accommodate requests from clients, even if they are last minute requests. However, same day and last minute requests only work if I have time in my schedule, and also require moving quickly to … [Read more...]
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