Planning for Your Baby’s Future in Estate Planning

On June 12, 2018

In all the chaos of buying new clothes, constantly changing diapers, and, of course, seemingly sleepless nights for months on end, as a new parent the last thing on your radar is probably creating a will or planning your estate. But, if you don’t already have an estate plan, then that’s exactly the time to do it. Because, think of the ramifications should you or your spouse (or both of you) encounter an unthinkable accident that takes one of your…
Read More

Top 5 Estate Planning Tips for Your Digital Assets

On December 15, 2016

Incorporating digital assets in your estate plan can be an important part of developing a comprehensive estate plan. Here are some helpful tips to get you started thinking about – and properly managing – your digital assets so they aren’t compromised (or forgotten about) in the future: Keep a list of your online accounts – In other words, develop an “inventory” of all of your accounts and assets that are kept (or managed) online. This can include retirement accounts, bank…
Read More

4 Essential Documents to Prevent Estate Planning Errors

On November 30, 2016

When you are ready to put an official estate plan in place to protect yourself and your family in the future, there can be a lot to consider, even if you don’t have a sizable estate or a large family. To help you get started on the right path, the following points out the handful of documents that should form the basis of your estate plan (if you are serious about having a comprehensive, valid estate plan). This can help you…
Read More

How to Cut Costs When Estate Planning: 5 Essential Tips

On August 23, 2016

Important to protecting yourself, your legacy and your family, estate planning can be an involved process. It does not, however, have to be terribly expensive – especially if you take certain steps as you get ready to dive into the process. Revealing more about these steps, the following highlights what you can do to cut costs when developing an estate plan: Get familiar with the basics before diving in – In other words, take some time to understand what the…
Read More

How Flexible Should My Estate Plan Be?

On August 13, 2016

Building flexibility into your estate plan is important to ensure that your wishes, family and legacy are protected as life circumstances change in the future. Although ‘flexibility’ can mean different things for different estate plans, in general, some of the things that can be done to make an estate plan more flexible include: Naming ‘back-up’ executors, trustees, agents and/or personal representatives – The person or people who you choose to oversee the administration of your will, trusts and/or powers of…
Read More

How Does Estate Planning Work?

On August 9, 2016

Estate planning is essentially the process of detailing your future wishes for yourself, your estate and your family. By taking the time now to put an effective, valid estate plan in place, you can be assured that you and your loved ones will be financially protected regardless of what tomorrow may hold. When it comes to estate planning, there are various options and devices that can be incorporated, based on your specific situation, your concerns and your wishes. To help…
Read More

How to Choose an Estate Planning Lawyer

On August 4, 2016

When you are ready to develop an estate plan to protect your family and legacy in the future, choosing the right attorney to guide you through the process is essential. That’s because the right lawyer can make sure that you put all of the appropriate plans in place to effectively serve you and your family’s future needs. Here’s what you can do to select the right estate planning lawyer: Do some research – If you’re reading this, then you’re likely…
Read More

Can I Include My Pet(s) in My Estate Plan?

On July 6, 2016

Pets can be wonderful companions and may even be considered to be members of the family for some people. Although pets are technically considered to be ‘property’ in the realm of estate planning, there are a number of ways that you can protect and ensure future care of your pets in your estate plan. How to Include Your Pets in Your Estate Plan & What to Consider When Doing So When it comes to including your pet(s) in your estate…
Read More

Do I Really Need an Estate Plan?

On July 1, 2016

Yes, you need an estate plan if you are serious about preserving your legacy, as well as protecting yourself and your loved ones in the future. Here’s why… What Your Estate Plan Can Do: Top Reasons to Develop an Estate Plan Some of the primary reasons why developing an estate plan is so important include that this plan can: Protect you if or when serious health complications arise – Estate plans are not only focused on what happens after death….
Read More

How Do Colorado Laws Limit My Choice for Executors?

On April 18, 2016

Part of developing an estate plan will involve naming an executor (or personal representative) to administer the plans in the future. Understanding the specific requirements for executors, as set forth by Colorado laws, will be important to naming appropriate choices – and to minimizing your loved one’s future stresses as they carry out your estate plan in the future. To elucidate these requirements and the Colorado laws pertaining to them, below we have answered some of the most commonly asked…
Read More