Top 7 reasons you need an estate plan—even if you have only $500 in the bank

Contrary to popular belief, estate planning is not just about money or taxes. Far from it. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals, and safeguarding your health care. Money and taxes aside, here are 7 good reasons you need an estate plan: 1. Your health care. Defining how your medical Continue Reading →

Inheriting a Retirement Account

You’ve done your homework and established a trust as the cornerstone of your legacy planning. The trust is funded with your real estate along with all your bank and investment accounts and your personal property has been assigned over to the trust. What about your beneficiary designated accounts? Your life insurance? Your retirement accounts? Do you name your trust as Continue Reading →

Introducing the Jessee Family!

 The Jessee Family of 3! Erin and Brian Jessee live in Littleton, CO with their five-month old daughter Brynn. They are also big animal lovers and consider their Labradoodle (Aspen) and their cat (Linus) as important members of their family! Linus was adopted from the Foothills Animal Shelter, an organization which the Jessees hold near and dear to their hearts and Continue Reading →

Peace of Mind in Paradise

“the importance of recognizing one’s own mortality”   We recently surprised my mother-in-law, Shoba, for her 70th birthday by arranging an all-inclusive vacation to Mexico for the whole family. She is a traveler at heart and always has big ideas for what we will do with our time together. She began planning immediately. “Okay, Sara,” she began as she always Continue Reading →

In honor of Earth Day: Can an estate plan be paperless?

    Can an estate plan be paperless? In typical lawyerly fashion, the answer is it depends. Of course the less paper the better! But to ensure your family has a smooth transition in case of your incapacity or disability, “paper-lite” might be a better approach than purely “paperless”. We are not quite there technologically to electronically sign—-and more importantly, 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 →