A lot of people think estate planning is only for rich people or old people. In fact, nearly everyone can benefit from having an estate plan. An estate plan is a way to make sure that your wishes are carried out when you die, or if the time comes that you are no longer able…
There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects, and loves his family in every visible way. He thinks about what would happen if something happened to him: maybe during a long drive home, maybe after a close call,…
I work with parents on this exact question all the time, and especially this time of year, sitting right between Mother’s Day and Father’s Day, the love you have for your children tends to be at the forefront of your mind. But there’s a question I find most parents haven’t actually answered yet, even the…
Many people try to handle estate planning on their own. Online templates, downloadable forms, and do-it-yourself legal websites may seem like an easy way to save time and money. Some people figure these tools are good enough for simple situations. But mistakes in estate planning can cause costly problems for loved ones down the line….
She had been filing taxes the same way for thirty years. Married filing jointly. Two incomes, two Social Security checks, one tax return. When her husband died, she assumed very little about her finances would change. She still lived in the same house. She still had the same savings. Her income was lower, yes, but…
This happens far more than it should. You signed a Power of Attorney (POA), named someone you trust, and filed it away with your important documents. You felt the quiet relief of having that handled. But here’s what most families don’t discover until they’re already in a crisis: a perfectly valid POA can be rejected…
Ownership of ranch land, farmland or rural property is often more than just owning real estate. For many families in Colorado, the land is years of hard work, family history, and future financial security. However, without an estate plan, disputes and legal problems may arise after the property owner dies. A Colorado estate planning attorney…
If something happened to you tomorrow, would the people you love know what to do? Would they have the legal authority to do it? Most people think they have a plan, or at least that they will. What they rarely picture is what happens in the days and weeks before anyone can act: while the…
For a few weeks every spring, tax season gives you more financial clarity than almost any other time of year. Now ask the question most business owners never think to ask during that window: What happens to all of this if you can’t show up tomorrow? Not because you’re planning for it. Not because anything…
Tax season just made you look at your financial life honestly. All of it. Tax season forced it. You gathered documents, tracked down account statements, reviewed what you own and what you owe. Right now, in April, you are more financially clear-headed than you will be at almost any other moment this year. And here’s…