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New Years Resolution











Make a resolve to draft a comprehensive Estate Plan this year. Did you know it can be upwards of 4-5 times as expensive to probate an intestate estate (without a Will)? It adds a serious amount of stress to grieving relatives to clean up an intestate estate by filing in the courts, and paying attorneys to sort things out.

Do the responsible thing. Get your affairs in order and plan for the future by drafting a : Will with Testamentary Trust, Medical Power of Attorney, Durable Financial Power of Attorney, Advanced Directive (Living Will), HiPPA waiver and Burial Instructions.

Looking for an “Estate Planner near me?” I serve all of Colorado, including Jefferson, Clear Creek, Gilpin, Summit and Aspen Basalt counties.

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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