From the “crappy estate planning advice professionals give their customers” file: I’ve heard a TON of terrible advice that comes from financial professionals about estate planning–but this is probably the most common and the most damaging. And it usually comes from banks and bankers: “You should put one of your kids on your account so they […]
Category Archives: Probate
A Living Will is Just a Healthcare Document | What You Need for a Comprehensive Estate Plan
Who Will Be the Head of YOUR Household When You Die?
Some people claim that Colorado is “probate friendly” state and therefore, families don’t need to avoid probate. I’m here to say, as clearly and boldly as I can, that’s a bunch of who-ha. Who’s the head of my household when I die? One of my seven sisters will have that enviable job! I’ve heard lawyers […]
How Can I Talk to My Parents About their Estate Plan?
A Letter to An Ex-Spouse About Estate Planning
Below is a fictional letter I drafted to anyone’s former partner because I know only too well what can happen when estate planning is not done properly. I hope you enjoy this outreach to an ex-spouse or partner and consider taking steps to do everything this letter suggests for yourself. You can even send the […]
