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My oldest daughter is currently enrolled in an AP United States history class. She took an AP World history class and enjoyed it quite a lot. This year, her AP United States history class has been a little more difficult for her. She has struggled with reading the textbook and taking notes, which seemed to be one of her favorite parts about her … [Read more...]
How the Estate Planning Process Benefits You – And What Does This Have To Do With Cookies?
How the Estate Planning Process Benefits You - And What Does This Have To Do With Cookies? I am not a huge baker. I cook fairly well, but I don’t really bake as much. My daughter loves to bake, and she makes cookies often. I get to benefit from her making cookies, as I get to eat the cookies at the end. Eating the cookies is an obvious benefit … [Read more...]
Why “Mobile” Estate Planning Is Good for You
As a maxim of life, it is harder to hit a moving target than a stationary one. So, why would it then be true that “mobile” estate planning is good for you, possibly even better than “stationary” estate planning? The answer has more to do with what it means that I provide “mobile” estate planning services, than we are moving while planning your … [Read more...]
Avoiding The “Danger Zone” in Estate Planning
In my last blog post, I discussed what I learned about estate planning from the movie “Top Gun: Maverick” and I mentioned the song by Kenny Loggins, “Danger Zone.” The mere phrase “Danger Zone” got me thinking about what zones exist in estate planning that are danger zones. Of course, in the “Top Gun” movies, the air combat scenes needed to … [Read more...]
Lessons From Top Gun: Maverick: A Change In Your Relationships Means An Update In Your Estate Plan
I, along with a lot of other people, saw the movie “Top Gun: Maverick” this summer. The movie came out 36 years after the original “Top Gun” movie. Without giving away too many spoilers for the movie, the main character and hero, Maverick, was the same, but many of the other characters around him had changed. I am one who enjoyed both movies, … [Read more...]
“We The People” Are A Lot Alike: Why I Am The People’s Estate Planning Attorney
I cannot count the number of times college age students tell me they want to be an attorney. When I ask them why they want to go to law school I sometimes get confused looks. Many tell me that they want to make a difference in the world by saving the environment, protecting the innocent, or they are motivated to protect someone from the … [Read more...]
Can I Leave Money to My Church When I Die?
The simple answer to this question is: Yes, you can. However, not all gifts to a church, or any charity for that matter, are the same. You can choose to give money to a charity as an outright gift, or as a gift inside of of your estate planning documents like a trust. You can choose to leave money to a charity, or leave property in kind to a … [Read more...]
Estate Planning vs. Medicaid Planning Compared Side by Side
Let’s start with what seems the most obvious to me, but may not to everyone else who doesn’t work as an estate planning attorney like I do: Estate Planning and Medicaid Planning are not completely different things. Instead, Estate Planning is a general, overall, term for setting up a plan for your assets when you die, and what happens between now … [Read more...]
How Can I Split Assets Among My Children In My Estate Plan So They Don’t Fight?
Like most people who have more than one child, we have to be careful about what we give to one child and not the others. When my children were younger, they were keenly aware if one child had a birthday, that child was going to get a present. The other children, particularly the younger children, found this to be quite unfair, as they were not … [Read more...]
How Do I Leave My Cabin to My Family After I Die?
My father worked for Hewlett Packard and Agilent Technologies when I was a child. One of the perks of working for those companies was that the companies owned a significant amount of land called Hermit Park in the mountains near Estes Park,CO. Sadly, the companies no longer own the land, but it has been converted to open space owned by the … [Read more...]
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