When a client comes into Karen's office for the first time, she asks them to consider their heritage. As she likes to say, your heritage is someone else's legacy. Estate planning, for Karen, is about the connection between generations and the memories we leave with one another.
Who will continue your business trail?
Business succession can be an interesting and worrisome topic if you are an owner who is thinking of retirement in a few years. You have heard that wise owners will plan far in advance if they want to hand the keys of the company to their children. Unfortunately, although you know you need a plan, you have nonstop business demands as owner, president and CEO. Running the company takes your full attention, and succession planning gets shoved to the back-of-beyond burner.
Sponsoring Jefferson County Triad
Previous posts have touched on Karen's support of local and global nonprofits. Karen feels strongly about giving back to the community and has always been a vocal supporter, in particular, of her local senior communities. As an attorney emphasizing estate planning, Karen has the privilege of hearing many personal stories from clients about concerns and priorities among the senior citizens of Colorado. Her passion for senior issues is more than just professional, however. Promoting the physical and mental health of senior citizens is important for any healthy community.
