Windfall: Sudden Wealth and Its Potential Problems

  Suddenly coming into a great deal of money probably sounds more like a dream-come-true than a nightmare, but there can be a lot of downfalls to a windfall.  A recent article in the ABA Journal magazine covered extensively the challenges that come with sudden wealth.  Whether fr
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Ask an Attorney: How Do I Choose the Right Estate Planning Attorney?

How to Choose an Estate Planning Attorney A couple of weeks ago, a reader on our website asked: “How do I choose who should do my estate plan of the many attorneys in my town?  Seems like some attorneys are ‘experts’ in 20 or more different areas… How can I be
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5 People Who Need an Estate Plan for Christmas

   Parents with young children If there are little ones in their lives, they’ll be thrilled to receive the gift of knowing that their children will always be in the arms of people who know and love them, no matter what. With a Kid Safety System as part of their Legacy Plan, pare
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12 Changes to Spot in Elderly Relatives at Thanksgiving

         The seniors who attended lunch at the Community Center on Monday were treated not only to a lovingly-prepared lunch of meatball subs, roasted potatoes and fresh toss salad, but they also received some valuable information to take with them as we head into Thanksgiving. “It’s
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Tips for a Well-Designed Life

I have a confession: sometimes, I write something down on my to-do list, after it’s already done, just to check it off. Wait, you do that too?  Of course you do, because ticking that box has a physical benefit, a little release of endorphins, that makes you feel good about yours
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Simplifying Your Life & Putting You at Ease

My regular mechanic’s schedule fills up weeks in advance, but I wanted my tires changed right away, so I took my car somewhere else.  I was told I needed new brakes.  For whatever reason, on that day, it wasn’t what I wanted to hear.  The expense, the inconvenience, the su
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Heartfelt Thanks to Casey’s Pond!

Casey’s Pond is known for their exceptional care for seniors in Routt County, but did you know they are currently hosting a Retirement Planning Speaker Series for savvy, forward-thinking people who want to make the most out of their benefits and their lives? Swan Law had the opp
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Ask an Attorney: What’s the Difference Between a Will & a Trust?

“Will” and “Trust” have quite different meanings outside of legal jargon, so we know these concepts can be a little confusing.  Here are a few major differences between a will and a trust: A will is like a roadmap for your wishes after you pass away.  It comes
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Why I Love What I Do

What keeps you up at night, worrying or wondering? We’re often most reluctant to talk about the things that are most important, when it comes to planning for your family or business.  Some of the issues we face are difficult to talk about, polarizing, or politically-charged.  Th
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Ask an Attorney: Charitable Giving

“I want my estate plan to provide for and protect my children first and foremost, but I am passionate about other causes as well.  How can I include a gift for a meaningful charity as part of my estate plan?” Dear Reader, Many of our estate plans include a charitable gift,
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