5 Reasons to be thankful for your parents’ trust

A last will is one of the most well-known estate planning documents, and yes, everyone should have one. But if a last will is the only document in your parents’ estate plan, you’ll be in for a (not so great) surprise when they pass. If your parents leave a living trust instead, count yourself lucky—everything will be much easier for you. Here Continue Reading →

9 Estate planning questions to ask before year-end

It’s hard to believe but 2015 is almost here. Are you ready? Is your estate plan ready? Here are nine estate planning questions to ask before it rings midnight on December 31st. Should your estate plan be changed to reflect any new laws, new assets, or changes in your life? I know two things for sure—the law is going to Continue Reading →

10 Tips for choosing the best guardian

You’re a parent of minor children—do you know what would happen to your children if something happened to you? Maybe one of your siblings would step in or perhaps an aging parent. Maybe you were rushing to get out of town last year and sent a quick email to a friend or family member saying who you’d want as guardian Continue Reading →

Boo! Living trust scare tactics

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 plenty of conflicting information out there regarding estate planning options, Continue Reading →

An unexpected source of total wellness

If you believe in taking good care of your mind, body, family and finances, then estate planning is the cornerstone to protect it all. Here’s how estate planning affects each one. Your mind is the epicenter of your health and well-being. It’s so crucial to try to live mindfully, meditate and maintain balance. Yet, worry still happens to everyone. And Continue Reading →

Don’t let life insurance proceeds go missing

It’s impossible to know what life has in store—just ask Joan Rivers who went in for a routine surgery recently and suffered cardiac arrest that led to her passing. It’s uncertain when the inevitable will happen but you can at least provide some certainty about the future of your children and loved ones. Life insurance is a must if you’re Continue Reading →

National Make a Will Month – Kim Ruddell’s Story – “A Tale of Proscrastination”

Estate planning – what exactly does that mean? Most people are vaguely aware that there is a magical document out there called a “Will”. Some people even have a grandiose picture in their mind that when they are on their death bed, they will dictate their Will to their lifelong friend and personal attorney. (Because we all have that, right??) Continue Reading →

National Make a Will Month – Melissa’s Estate Planning Story

Melissa’s Estate Planning Story Our family just recently drafted our estate plan. This may seem ironic given I’m a practicing attorney that advises on the subject regularly! Why did it take so long to get a plan together? Great question. Here are my observations: 1) It is taboo – When I had my daughter, I was well read on the Continue Reading →

7 Reasons your estate plan may be outdated

Estate planning is not a once-in-a-lifetime check-the-box thing. What is for sure is that your life is going to change and the law is going to change. A variety of things can come up that will make your estate plan outdated, and any time this happens, the best course of action is calling your estate planning attorney to chat about Continue Reading →

7 Must-do’s before your summer vacation

The summer season is here! And that means travel and vacations are high on everyone’s list. One thing that might not make it to a typical traveler’s to-do list is estate planning—but it couldn’t be more important as you prepare to enjoy the sandy beach or Rocky Mountains. Americans spend more time planning their vacation each year than planning their Continue Reading →