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I recently had a client call me and request that I set up a trust for their brother. The brother is getting married in about 6 weeks, and the brother wanted to set up a trust to protect his assets from being claimed by his new wife. This was going to be a second marriage for the brother, and the brother wanted to keep the assets he earned during … [Read more...]
Lost in Translation: Avoiding Common Language Pitfalls in Estate Planning
My website designer and web marketing guru likes it when I use what he calls “Olde English,” which usually is something like an older version of a word, or an expression that comes from long ago. He asked me the other day where I learned so many words, and I told him it was likely a combination of things, but that I have read the King James … [Read more...]
Just Get Started! Overcoming Procrastination and Fear In Setting Up Your Estate Plan
As I was growing up, my parents subscribed to the daily newspaper, the Fort Collins Coloradoan. I still have some articles clipped from the newspaper that reported on high school basketball games in which I participated. I always read the sports section of the newspaper first, but the comics were the second thing I read. I always liked the “Far … [Read more...]
Why I Need To Know About Your Situation – So We Can Plan Your Estate Properly!
I recently met with a potential client and asked if they had completed the intake worksheet I use to gather information on their life situation, asset picture, and desired beneficiaries of an estate plan. The potential clients informed me that they were not sure they needed to fill out such an intake worksheet. Filling out the intake helps me … [Read more...]
The Benefits of Living Trusts: How They Can Save You Time and Save You Money
I take a lot of calls concerning trusts where people ask me how a trust can save them money. Many of these callers have the mistaken belief that trusts are a magical way to avoid paying taxes and that they can completely eliminate taxes by using a trust. As much as I would like for that to be the case, it simply is not. Taxes do not simply go … [Read more...]
Estate Planning For the Average Joe: Simple Strategies to Protect Your Assets
Most people I meet are not rich. Instead, they are normal, hard-working people who have spent a lifetime working to pay off a house, build up some savings, and take care of their family along the way. Some people have been able to save a little more than others along the way, while some have not been able to save much at all, but they got their … [Read more...]
My Reflections After 1 Decade of Mobile Estate Planning In Colorado – And Why I Still Love It!
I didn’t always want to be an estate planning attorney. Growing up, I dreamed of playing in the NBA, making huge shots to win the championship for the hometown Denver Nuggets. That dream never became a reality, mostly based on my not being good enough to play professional basketball, but I also thought I wanted to be just like my dad when I grew … [Read more...]
Avoiding Common Estate Planning Mistakes for Married Homeowners with Real Estate
As part of my work as an estate planning attorney, I meet a lot of people who have recently had a spouse pass away. I find that most of these people are not at their best when that has happened. Oftentimes, they had been married for several decades, so the loss of a spouse is quite devastating. I understand that is the case, so the first thing I … [Read more...]
Avoiding Common Estate Planning Mistakes for People of Moderate Wealth
Most people I know are not rich, but they are not poor, either. Instead, they are somewhere in the middle - not rich, not poor, but decently comfortable - which is probably a result of having such a large middle class in America. I count myself as part of the middle class, and chances are that you are, too. As such, we don’t have the same … [Read more...]
Why Every Homeowner Needs and Estate Plan: Tips for Protecting Your Property
Most people that I know are fairly normal, regular people. They aren’t rich, and they aren’t poor, but they are somewhere in the middle. They own a house, have a few kids, and generally just go to work, pay their bills, and take a vacation every now and then. I am one of these people, and so I understand how this type of life works on a regular … [Read more...]
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