Legacy Plans Maintain Family Harmony

               In recent conversations, I’ve found myself with an interesting new characteristic: it’s like a sensor that tells me when people desperately need an estate plan.  “She’s basically my stepmother,” a friend recently said.  “I mean, they’re basically married.” I thought to
Continue Reading →

6 Life Changes that Mean It’s Time to Update Your Estate Plan

When you did your estate planning, you felt great.  You put it on your shelf, patted yourself on the back, and hardly gave it a second thought.  Whenever the topic came up in conversation, you said, “Oh, we took care of that years ago,” and thought of the dusty documents o
Continue Reading →

Simple New Form for Colorado Vehicle Transfer

We’re Staying on Top of the Latest Developments in the Law A simple, half-page form can be another good estate planning tool to save your family time and money when it comes to the transfer of vehicles to beneficiaries upon death.  This new form, called the DR2009, was released
Continue Reading →

Spending Precious Time with Grandparents

It’s not lost on me how incredibly lucky I am to be an adult with four living grandparents.  While I was back in Boston a couple of weeks ago, I had the chance to spend some quality time with the people who raised my parents, and I continue to enjoy their company, learn their st
Continue Reading →

This Really Made Me Laugh – Sad but TRUE!

I had a good laugh when I saw this picture earlier in the week–it’s sad but unfortunately, so true! I actually find myself having this conversation weekly with people that I meet. I can’t even begin to tell you how many times I am asked to assist families in crisis that wa
Continue Reading →

Living trust scare tactics – Come join us for our free Talks

Most people know they should have some sort of estate planning in place, but they procrastinate because of fear that planning for “it” will hasten its occurrence, or that it’s too expensive. Some believe that no plan is better than being pressured into the wrong type of plan. There is
Continue Reading →

Love Your Family – Protection When It Matters Most

A drama currently playing out in a French courtroom demonstrates that ANY elderly person can fall victim to financial abuse, even the second wealthiest woman in the world. Lilliane Bettencourt (92) is heiress to the L’Oreal cosmetics fortune and Forbes estimated her worth at $40 billi
Continue Reading →