Are you making plans to retire? One of the major changes in life, also necessitates generational wealth planning in advance. I offer a...

I am an attorney who helps people write Wills and Trusts. As a specialist in Estate Planning Services, I am better than other attorneys...

Here is a list of the documents my clients ask me for the most: (1) Revocable Living Trust (2) Pour Over Will (3) General Durable Power...

An essential piece of information when it comes to estate planning is instruction for the disposition of an individual’s body. The most...

In the state of Colorado, trustees hold a variety of responsibilities outlined by state laws and those determined by trust documents....

Advanced Generational Wealth Planning, just takes a little time and effort. I encourage you to make a plan to direct where you want your...

https://apple.news/A4JPwzxfsSFKHu8AHebe16A A  devastating new critique in the Washington University Law Review has spelled out how...

When I represent my Probate Administration clients, my main focus is to help assist them to navigate the court process. My first step in...

Have you recently lost a loved one, and are trying to navigate the probate court process? If you need to re-title a home or other real...

Trust Funding is an important step in the process of Estate Planning. A settlor may want to elect to Quit Claim their house title into...

https://money.com/best-life-insurance/ How Life Insurance Figures into Estate Planning By Susan Doktor Life insurance is a...

I have often said to my clients that drafting a Will and Revocable Trust are just one component of family wealth planning. You should...

WASHINGTON POST ARTICLE FROM October 25, 2021 https://www.washingtonpost.com/business/2021/10/20/dont-put-your-kids-title-your-home-there...

WASHINGTON POST ARTICLE FROM October 25, 2021 https://www.washingtonpost.com/business/2021/10/20/dont-put-your-kids-title-your-home-there...

Article by: Lucille Rosetti Author of "The Bereved" info@the bereaved.org Most people wait until a major life event occurs to write a...

If you are visiting my site, you’ve already taken the first proactive step towards creating your Estate Plan. It is great to research...

Designating a Power of Attorney is such a critical and important part of Estate Planning. It may be the MOST IMPORTANT document you ever...

Loosing someone you love is hard. Dealing with Estate Administration matters during the grieving process, can feel like an uphill climb...

This article from CNBC is fantastic. Great Read! You should check out this article by pasting the link below into your browser. "Can't...

“Thanks! You are an angel.” That may just be the best comment I have ever received from a client. I was helping him navigate the probate...