Estate Planning
Naming a Family Financial Assistant
Timothy Borchers, a fellow WealthCounsel member based in Boston, MA, recently wrote an article on the importance of naming a Family Financial…
Getting farmers and ranchers to plan
A recent article in Investment News repeats what planners know and hear all the time: farmers and ranchers are notoriously difficult to focus on…
Why Doctors Think Differently About Dying
A recent Wall Street Journal article reveals that doctors more often than others prepare living wills and that doctors more often than not avoid…
Special Needs Trust Planning
A Special Needs Trust is a trust that can supplement the needs of a special needs beneficiary while allowing the beneficiary to…
Should I transfer my home into my revocable trust?
As part of our planning and use of “revocable” or lifetime (“inter vivos”) trusts, I am often asked whether a residence should…
Is a living will enough protection?
Today many clients, having dealt with end of life situations with family members, may be aware that they are predisposed to certain…
“Christian” or “faith” preambles in your will
Your will is the last document usually associated with your life and legacy. Using a preamble to make a statement of your…
Paying for College
The decline in family wealth during the last few years has resulted in much uncertainty as to how families will pay for…
Changing your plan upon divorce
Occasionally a client will ask us to assist in estate planning changes during or prior to a divorce. Under Colorado law, generally…
Choices with living wills
Recently some astute clients have asked me to consider more difficult questions relating to their choices in making a living will. A…
