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  • Writer's picturemelissadoughertyan

Colorado Estate Plan 101

Updated: Jun 15



Wills and Trusts

Are you making plans to retire? One of the major changes in life, also necessitates generational wealth


Colorado Estate Plan 101

I offer a complete Will and Trust package and make this process efficient and affordable. With local Colorado Estate Planning Services that tailor your documents to our laws. I am a member of the Colorado Bar Association Trust and Estates section and use the most updated legal materials available. I advise the following documents: TRUST, WILL, POWER OF ATTORNEY, GUARDIANSHIP, ADVANCED DIRECTIVE, AND BURIAL INSTRUCTIONS. In addition, we may look at your DEED to your home. This is often my clients biggest asset especially for those who have paid off their mortgage. We decide whether it is beneficial to draft a DEED TO TRUST or a BENEFICIARY DEED. Real Estate and Cars can be transferred after death, and we can look at good options for your specific case. If you are looking for a "Colorado Estate Planning Lawyer" or "Colorado Estate Planner" please give us a call. We serve the entire state of Colorado with in person or virtual options. I am a Wills Lawyer. I am a Trust Attorney. It is my specialty.




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Elder Law

This is one of the saddest most tragic examples of Elder Abuse I have come across.  It is the story of a grandma with inherited wealth living in Bel Mar Beach, just north of Miami Beach in Florida.  Click on the link to read the full article below.

At 93, She Waged War on JPMorgan—and Her Own Grandsons

Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson.

https://www.bloomberg.com/news/features/2021-02-17/at-93-she-waged-war-on-jpmorgan-and-two-financial-advisors-her-grandsons?utm_campaign=news&utm_medium=bd&utm_source=applenews

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