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As a child, I watched the movie “Annie” where the little orphan Annie sings the lines: “Tomorrow, tomorrow. I love ya, tomorrow. You’re always a day away.” Annie is singing about how the sun will come out tomorrow, and that she will have brighter prospects for her life in the orphanage because of the sunny […]
So, You Didn’t Have a Will? Now What?
Let me start this blog by being very upfront: I do not handle probate cases, and I don’t represent anyone in probate. However, I must know about the probate rules, and what happens in the probate process since I work to either minimize what goes through probate, or to make the probate process easier on […]
Where there’s no Will, There is a Way
When someone asks me, “Well, if I set things up right, I don’t even need a will or a trust, right?” I often wonder if the person asking the question wants an actual answer, or just wants me to agree with them. I think I understand what the person is asking, but I am not […]
7 Reasons Why Estate Planning is Cool
I attend many networking meetings. At these meetings, I am generally invited to share a 30 – 60 second “commercial” of what I do and what I am looking for in a client, or a referral. I have several versions of this introductory speech, but one of them goes something like this, “My name is […]
Talk Among Yourselves: Why Professional Advisors Communicating Matters
Almost everyone has someone in their life who they look to for advice and guidance. Most people look at their parents this way (I certainly do!), but people also have other influential advisors — whether it be a school teacher, church leader, business mentor or some other sort of influential advisor. These people help show […]
End of Life Planning: A Quick Reference Guide to Protecting Assets
As part of my estate planning practice, I try to educate people concerning issues that may arise in the future, especially for those who are nearing the end of life. I teach a seminar that I call the “Human Ostrich” seminar, where I teach people how to avoid losing everything they have worked so hard […]
How Often Should You Update Your Estate Plan?
Almost everyone with whom I work asks me how often they should review or update their estate plan. I don’t have a definitive answer for them, and I sometime I wonder if some people think there is a secret magic formula passes among lawyers to determine the answer to this question. (Spoiler Alert: There is […]
Protect Your Family: Powers of Attorney for Adult Children
After what sometimes seems like endless years spent raising a child, their adulthood—and all the rights that go with it—may creep up suddenly. When you are about to send a child off to college or to a study abroad program, you’re probably busy with travel arrangements, last-minute shopping, packing, worrying about how your baby will […]
Write it Down, Get it Right: Why Written Estate Plans Matter
Have you ever heard someone ask, “Can I get that in writing?” Probably you have. The idea is that if someone says something you think is too good to be true, you want them to write it down so you can hold them to what they said. Most people also think if something is written […]
Why Creating Your Own Estate Plan is Better than Default Colorado Intestate Laws
Everybody is special, unique, and wonderful, and everyone’s life is a little bit different. Since you are unique, when it comes to the Colorado Intestate Laws, and your final wishes, why would you want to be subject to the default laws set up by the legislature to apply to everyone? The State Legislature makes the […]
