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Estate Planning Archives

Which Bank Deserves Your Money

A father who lived in Colorado named his son, who lives out of state, as personal representative of his will. The father had a safe deposit box in Colorado, and after his death the bank insisted that the son was the only person who could access the safe deposit box, and that he must travel across the country to do so. The bank would not allow the son to authorize his sister, who lived in Colorado, to access the account. The paperwork that the bank demanded showed their ignorance of both the situation and Colorado law, and eventually the son had to hire Karen to correct the miscommunication with the bank.

Family Conflict in Estate Planning

Communication between family members can be difficult even under the best of circumstances. No matter how much we love and want to support each other, it can be easy for old baggage and disagreements to get in the way. Unfortunately, estate planning often does not occur under the best of circumstances, so it came as no surprise to us that a recent survey identified family conflict as the biggest threat to estate planning.

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.

Alyssa Gilderhus' Escape from Mayo Clinic Brings Guardianship into National Spotlight

guardianshipSometimes the news brings into focus the need for estate planning even when you "don't have an estate." This news story about a teen who alleges she was denied the ability to choose her caregivers or even leave the hospital is one example. It happened last year and did not happen here in Colorado, but these sort of things happen in too many places too often.

HBO Sheds Light on Dangers of Guardianship of the Elderly

guardianship-elder-abuse-hbo-3.jpgOn June 3, 2018, John Oliver, Lily Tomlin, William Shatner, and others spent some time on Oliver's show Last Week Tonight addressing a decidedly unfunny topic: Guardianship. If you didn't see it, you can find it here. The piece has gotten some attention elsewhere in the media, including TIME magazine.

It's never too late: Estate planning after retirement

Have you been putting off your estate plan? It can be hard to focus early in life on what to do with your assets. The very thought of no longer being around for your family is hard to approach, but once you reach retirement the need to have complete a full estate plan begins to feel very real.

3 ways having a baby can jump start your estate plan

Having a baby is a life changing event. Not only does this new addition convert a couple into a family unit, but the little bundle of joy may also impact how the couple views the world around them. If the financial impact of raising a family has not yet become a reality, this truth will become apparent after receiving the bill from the hospital for the labor and delivery process.

Not sure where to start with your estate plan? 3 options to consider.

Your New Year to-do list may include getting an estate plan. The process of putting together the documents that make up this plan is often overlooked or postponed. As a result, if you find yourself pushing this item lower and lower on your list, you are not alone.

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Arvada, CO 80002

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