What is the difference between an heir and a beneficiary?
When someone dies, their stuff will go to certain people. Who those people are will depend on whether the person who died left a will or trust. If the person…
July 5, 2022
What is a Personal Representative?
Have you been named as a Personal Representative for someone? Or are you working on your will and need to nominate a Personal Representative? Wondering what the heck a Personal…
June 28, 2022
What is a gift tax and when do I need to worry about it?
Because Colorado has no state gift tax, residents are free to give third parties just about anything. But even though you are free to make gifts, that doesn’t mean you…
November 8, 2018
Hiring a Lawyer: A Practical Guide
Need to hire a lawyer but have no idea where to start or how to find the right one? The Colorado Office of Attorney Regulation Counsel has put together a…
September 29, 2017
How Getting Married Affects Your Will
A few weeks ago, I posted about how getting divorced affects your will, but it’s not just divorce that can affect your will. Getting married can also have an effect.…
February 28, 2017
How Getting Divorced Affects Your Will
Getting divorced doesn’t just end your marriage; it can also void your will. If you drafted a will while you were married and made dispositions or gifts to your then-spouse…
January 17, 2017
Legal Checkup: Don’t Start a New Year Without One
As you jump into the new year, it’s prudent to reflect on the year that was and the changes you may have experienced. While at the time, life events can…
January 3, 2017
Colorado wrote your will. Do you know what it says?
Don’t think you have will? Think again. If you haven’t written a will for yourself, the state of Colorado has one already written for you. What does the will Colorado…
October 25, 2016
Will or Trust: Which One is Right for You?
Often the first question I get regarding estate planning is whether someone should have a will or a trust. Unfortunately, there isn’t a bright-line answer. Wills and trusts are simply…
May 18, 2016
Save on Legal Costs with Unbundled Legal Services
Unbundled legal services are becoming increasingly popular, but by the name, it may not be clear exactly what those are. “Unbundling”, also called limited scope representation, means the attorney’s involvement…
March 24, 2016