Estate Planning 101: How to talk about it

Estate Planning 101: How to talk about it

Rarely is it easy to approach and discuss certain sensitive issues with our loved ones, especially when it comes to matters concerning estate planning. This can be further complicated if the conversation occurs in times of good health, when matters concerning death are greeted like an approaching storm cloud on an otherwise sunny day. Far too often people are likely to either crack a joke as a means of deflection […]

Estate Planning Mistakes

Estate Planning Mistakes

Planning one’s estate is generally considered a worthwhile endeavor aimed at easing the burdens placed upon our friends and families once we’ve passed.  However, it is not always a simple process to undertake, especially without the help and guidance of a professional.  In particular, too often mistakes occur when a person attempts to plan their estate without proper assistance. Arguably the most egregious estate planning mistake one can make is […]

What Do Trusts and the Broncos Have in Common?

What Do Trusts and the Broncos Have in Common?

A little over four years ago, Pat Bowlen, owner of the NFL’s Denver Broncos franchise, made the decision to turn over control of the team to three trustees, due in large part to Bowlen’s advancing Alzheimer’s disease. There, the trustees established benchmarks that Bowlen’s seven children from two marriages would need to meet if one of them wanted to be controlling owner of the Broncos. Fast forward to today and […]

You Have a Will… Now What?

You Have a Will… Now What?

Though having a valid and proper will is obviously an important step all adults should take, more can still be done to ensure loved ones are taken care once we’re gone. In particular, the use of an estate plan address numerous critical areas of concern, including what happens following a person’s passing, the reasons behind why these steps were taken, and designating the proper person or parties to ensure these […]

Estate Planning 101

Estate Planning 101

By and large, most people aim to create estate plans that will take care of their loved ones after their death. A great deal of thought and concerns goes into estate planning to ensure this goal is met. However, even the most well-intentioned person can inadvertently craft a will that leads to more disharmony than they ever imagined. Fortunately, there are steps that can be taken to minimize the chances […]