720-730-7274
I meet a lot of clients who I meet will tell me they want to “put their child on the house” while they are still alive. Although “putting someone on the house” does not have true legal meaning, I usually understand that they want to make their child or children co-owners of the house. That means that the house will be owned by the child or … [Read more...]
Does a Living Trust Protect Assets from a Nursing Home in Colorado?
The simple answer to the question above is no. A living trust accomplishes a lot of things, but protecting assets from long term medical care costs, or costs associated with a nursing home is not one of the things that a living trust can do. A living trust helps avoid the probate process, streamlines the process after you have passed away, and … [Read more...]
Taking Care of Your Kids: Why Guardianship and Conservatorship Matter in Colorado
Everyone does their Christmas shopping just a bit differently. I know people who shop for everything online, and I know others who put off shopping until Christmas Eve. I take my family Christmas shopping for an entire day once a year in December. We go to the Colorado Mills Mall and walk the entire mall looking for gifts. Since everyone is … [Read more...]
Can i Have An Estate Plan from Out of State?
When I got married, I went to open a joint checking account with my wife. As part of the process, the banker asked for my driver’s license. I handed over the license and the banker asked me if the address was current. I laughed and said, “Nope, that was about 7 addresses ago.” I was in law school at the time, and I had moved just about every … [Read more...]
How Does a Disability Trust Benefit You in Colorado?
I got a phone call from someone the other day asking about a disability trust. The woman told me a long story about how her son was on the autism spectrum and was unable to handle school, life, or his own finances. She took care of him and would always take care of him as long as she was alive, but she was also very concerned about who would care … [Read more...]
Estate Planning in a Second Marriage: What You Need to Know
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...]
- « Previous Page
- 1
- 2
- 3
- 4
- 5
- 6
- …
- 19
- Next Page »
