Category Archives: Estate Planning

Probation Litigation: Guardians, Conservators and Estate Issues

By beth | Published: September 11, 2017

There is a common observance among lawyers: In family law, the parents fight over the children; in elder law, the children fight over the parents. Sadly, this is often true and can lead to costly litigation. What starts out as a dispute among siblings as to whether a parent should reside with one of them can […]

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Why It’s Important To Talk End-Of-Life Before An Emergency

By beth | Published: August 17, 2017

The following is a guest post by Fran Myers who started a nonprofit called Advance Care Advocate to meet the needs of those without a health care advocate. She coaches families, acts as an agent (primary or secondary) and speaks for groups, organizations and churches.  A teen I know shared that when her dad died suddenly, […]

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Where Does My Property Go If I Die Without a Will?

By beth | Published: February 27, 2017

If you die without a will, your property goes where the state tells it to go. Being will-less is called being “intestate.” Each state has its own intestacy statutes that determine what happens to your estate when you have no will.  However, not all property is covered by these statutes (or included in a will […]

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How to Sign a Document Using ‘Power of Attorney’

By beth | Published: December 22, 2016

A financial or medical power of attorney is a legal document where one person (the “principal”) grants another person (the “agent”) the “power of attorney” to act on the principal’s behalf in certain cases. For example, a principal could grant an agent the power to act on their behalf, e.g.: withdraw money, sell property, etc. […]

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10 Key Questions for Couples Preparing Wills & Estate Planning

By beth | Published: September 9, 2016

When you think it might be time for you and your significant other to consider a will or other estate planning options, there are several important questions that you’ll likely have. Below are 10 of the key questions you should consider when you’re preparing wills and estate planning. 

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What Single People Should Know About Estate Planning

By beth | Published: August 3, 2016

Single adults who are not in a long-term relationship have unique estate planning concerns. If they are 18 and older, it usually makes sense for them to have estate planning documents in place. Here are some common issues that come up for single people with estate planning.  YOUR DIVORCE: Colorado law automatically voids all appointments […]

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Key Documents in Medicaid Planning

By beth | Published: July 21, 2016

If a family member or you are looking into long-term care, you may have heard about Medicaid eligibility planning. Truly, the providers themselves are some of the foremost experts in this field as Medicaid is often how they are paid.  And while a long-term care provider may be expert, that does not mean that you should […]

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6 Must-Know Facts About Durable Power of Attorney

By beth | Published: July 13, 2016

What is durable power of attorney? A durable power of attorney allows an agent to do things on your behalf. It’s important to understand what those things are and how durable power of attorney works. Here are six facts about durable power of attorney that are important to know.  1. WHY YOU NEED A POWER […]

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Estate and Gift Tax: 12 Things Those Transferring Millions Should Know

By beth | Published: May 2, 2016

When it comes to issues relating to family law and estate planning, it’s not usual to be unaware of how the system works until it’s your turn to be involved in it. And at times, particularly during an election cycle, gift and estate taxes are in the news with a lot of political arguments attached […]

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Yours, Mine & Ours: Estate Planning for Married Couples

By beth | Published: April 11, 2016

When it comes time for couples to consider estate planning, there are several aspects of it that must be looked at and decided on. Below are 16 points of estate planning that you and your spouse may need to address, depending on your situation.  Preserving the Estate on the Second Death: If a spouse changes their […]

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