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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...]
Planning for Life’s Milestones: A Look at Changing Estate Planning Through Pictures
The Greek philosopher Heraclitus said, “Change is the only constant in life.” Although this saying is often attributed to better known philosophers like Plato or Aristotle, Heraclitus gets credit for giving us this slightly oxymoronic truth. I think we all see how this plays out in our own life's. We are children, grow up, become adults, and … [Read more...]
Setting the Stage: Understanding the Difference Between Estate Planning And Estate Administration
I received a call last week from a client who I had represented almost a decade ago in setting up a will. The client, lets call her “Jill,” informed me that her husband had passed away, and she needed to know everything that she needed to do now. I let her know that she would need to take her husband’s will to the probate court and apply for … [Read more...]
The Estate Plan MVP 🏆
I was invited to referee a basketball game on Championship Saturday for the Colorado High School basketball playoffs this year. It was my first year working the final day / weekend of the season. I have been assigned plenty of playoff games in previous years, but I have never been given the opportunity to referee a championship game until this … [Read more...]
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