Should I add my kids to my deed?

  Let me just say this… No. Do not add your kids to your deed. …Unless…(I am a lawyer after all) There are few questions in law with a pretty definitive answer. But this is one. Let’s start with the hard and fast rule of “Don’t add your kids to your deed.” Here’s why. Adding […]

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Do NOT Take This Estate Planning Advice!

“Please, please, please. I beg you. Don’t take estate planning advice from your banker, financial advisor, insurance broker, mortgage broker, escrow agent, real estate agent, or your friends. I can’t tell you how much terrible, ill-informed advice there is out there that results in harm. Let these other professionals do what they do best and […]

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Love is the Only Real Currency

When I started this practice seven years ago, I had no idea that I’d discover the work I devoted myself to would teach me more about love than I ever dreamed. I’ve watched my fellow estate planners and mentors skirt the truth of our work, handily missing the most important aspect of planning for death. And […]

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Put Your Financial House in Order with These 5 Essential Tasks

If you’re like most parents I know, the “To-Do” list below is going to be a little tough to tackle in the midst of Back To School craziness but I hope you’ll take a look and consider checking a few things off when you have time. You’ll gain peace of mind while you confirm that your financial house is in order.

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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 […]

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