Families have changed since the 1950s when the dream included a stay-at-home spouse and two or three children. Fast forward to 2017 and more variety exists in the shape and size of an ideal family. For more couples with a focus on dual careers, fertility issues or...
Estate Planning
Memorial Day: Remember loved ones, but plan for the future
Memorial Day is a time to remember those who died serving our country. Its history dates back to 1868 when sacrifices made by soldiers in the Civil War were commemorated. It follows an tradition of decorating (originally called Decoration Day) the graves of loved ones...
Few have written down their end-of-life treatment wishes
In April, The Henry J. Kaiser Family Foundation announced survey findings regarding opinions and experiences about end-of-life care and aging. In coordination with The Economist, they poled people in the US and three other countries. Some of the U.S. findings are...
Estate planning and trusts that account for fur babies
They become a part of the family and often stay at home longer than the human children. Whether one of the most popular breeds such as a Labrador retriever, German Shepherd or a mixed rescue, the ASPCA estimates that 44 percent of households have a dog. And cats,...
Planned giving: What it is and how to do it right
Individual charitable gifts play an important role for most nonprofit organizations. Luckily people in Colorado are generous. In a 2014 study conducted by the Colorado Nonprofit Association 80 percent reported giving to a charity within the previous year. Planned...
Lots of socks bring awareness to Down syndrome
Have you seen pictures of your friend's socks in your Facebook feed? March 21 was World Down Syndrome Day. One of the ways to bring awareness this year was to wear brightly colored socks, printed socks or even three socks (representing three chromosomes). The...
Don’t leave an estate mess for your loved ones to clean up
Why is it so important to leave a road map for loved ones after you are no longer able to make decisions or communicate your wishes? If you fail to put your wishes in writing, the state of Colorado will use a default (intestacy law) to determine what happens. With...
Communication is key for estate planning success
Obviously, the property-specific aspects of estate planning are very important. Thoughtful and knowing use of wills, trusts, lifetime gifts and charitable bequests will serve to protect your legacy and pass as much of your assets as possible down to your...
Part 1: Keeping a business in the family for generations
Small family-owned businesses, farms and ranches are what give Colorado character. They are a source of jobs for local people, give back to their communities and often pay the taxes that keep schools and public service funded. When you have worked so hard to make a...
Religious values and estate planning can go hand-in-hand
Some people may assume that, despite living a life congruent to their values and deeply felt religious beliefs, that their estate plan (being a legal document) cannot incorporate their ethical and moral considerations. Thankfully, that isn't the case. There are ways...
