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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 […]
ARE YOU SURE? THE WORST ESTATE PLANNING ADVICE YOU EVER HEARD
Everyone likes to feel knowledgeable and give advice. Unfortunately all of the advice that people give is not always all that good. I frequently meet people who have been given incorrect advice. Some of the most common well-intentioned, yet incorrect, advice I have heard is listed here. Have you ever heard anyone say something like […]
How NOT to work with your estate planning attorney
How NOT to work with your estate planning attorney I think that I get along with most people. Exceptions seem to include people who treat my children poorly, or basketball coaches who forget how to talk to me when I referee basketball. Other than that, and a few people who seem to not like my […]
What is “Mobile” Estate Planning Anyway?
I am not sure if mobile estate planning makes you think I am driving around playing music like an ice-cream truck, hoping to attract you by playing a recognizable song and offering a frozen treat. Or, perhaps mobile estate planning conjures up visions of a library bookmobile visiting your neighborhood, but that is not quite […]
Hey Mr. DJ, Pump Up The Plan
Hey Mr. DJ, Pump up the Plan! My father has an interesting hobby; he buys and fixes broken sound equipment. This hobby, combined with his love of music, lends itself to a great side job – being a DJ. Ever since I was 14 years old, I have been working as a DJ or live […]
How Do You Get From Here to There: End of Life Planning
“It ain’t Over till It’s Over” – Yogi Berra I had a client call me Dr. Death the other day. I pointed out that I am not a real doctor, as I don’t have the right degree, and also said that just because I help people plan for what happens to their assets after they […]
What Happens To Your Assets When You Die?
How many times have you heard, “You can’t take it with you?” Usually, this is said in the context of encouraging someone to think less about their accumulated possessions, and more about spending time with friends and family. It is true you can’t take it with you, so the question becomes “What happens to all […]
