Estate Planning Blog
“Whether you’re a client of mine or not – I believe in sharing important information that can help protect assets and loved ones. Read these articles to be more informed about estate planning, new laws and regulations, and more.”
– Roger K. Adams
Pet Owners Should Include Their Animals in Their Wills
The Wall Street Journal on August 14, 2024, wrote that more and more people are including their animals in their wills. Not so much like the famous Leona Helmsley who famously left $12M for her dog, Trouble, but just that they specify who will be the guardians of...
When Should You Contact Your Estate Plan Lawyer? – Part 1
I recommend that my estate planning clients review their estate plans every four years, aligning this with the U.S. presidential election cycle. Significant changes in laws that impact estate planning often occur when a new president and members of Congress take...
Elder Americans’ Debt Growing Fastest
Are Grandma and Grandpa over-spending through credit cards? Companies that track consumer debt say yes. According to last weekend’s WSJ article quoted in our last blog, Coping with Debts of the Dead, America’s Elderly are incurring unsecured credit card debt faster...
Coping with Debts of the Dead
I'm remembering a Wall Street Journal report in a front-page article on how debt collectors are targeting spouses, family and friends of recently deceased in an effort to collect debt incurred by their loved ones. As part of the process described that seems to me like...
What you WANT in an estate planning attorney:
- Experience writing estate plans to take care of heirs
- Experience in probate court
- Knowledge of Trust protection techniques to protect your corpus from adverse creditors
- Spendthrift Clauses
- Absolute authority (by trustees)
- Irrevocable Trusts
- Knowledge of which states’ trust laws are most robust to protect your asssets
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- Experience: With years of focused experience in probate court and estate planning, our attorneys bring a depth of knowledge and insight that is unmatched.
- Compassion: We recognize the emotional challenges that often accompany these legal matters. Our team provides supportive, empathetic service every step of the way.
- Efficiency: Navigating probate court can be complex and time-consuming. We pride ourselves on our ability to streamline the process, minimizing stress and maximizing outcomes for our clients.
- Community Focus: As a firm deeply rooted in Denver, Colorado, we are committed to serving the needs of our community with integrity and professionalism.
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