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8Jul
Lauren Planning

Inheriting a 401(k)? What You Need to Know About the 10-Year Rule and Required Distributions

If you plan to leave a 401(k) or IRA to your child—or you’ve recently inherited one yourself—there’s a new set of rules you need to know. Thanks to changes under…

July 8, 2025
2Jul
Lauren Planning

Revocable vs. Irrevocable Trusts in Colorado — Which One Safeguards Your Legacy?

If you’ve Googled “Colorado estate planning lawyer” lately, you’ve probably noticed the word trust popping up everywhere. That’s because a well-drafted trust can spare your family court-supervised probate, protect your…

July 2, 2025
5Jul
Lauren Death Planning

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
28Jun
Lauren Death Planning

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
8Nov
Lauren Planning

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
29Sep
Lauren Parenting Planning Relationships

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
28Feb
Lauren Planning

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
17Jan
Lauren Planning

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
3Jan
Lauren Planning

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
25Oct
Lauren Planning

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

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