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‘Tis the Season

Beware of Holiday Scammers ‘Tis the season for fall leaves, first snowfalls, hot apple cider, and holiday cheer. For most of us, the holidays are full of giving, getting, and
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How To Save Big Money On Your 2022 Taxes

When you first realize that your most significant personal and business expense—bar none—is taxes, it can come as quite a shock. Seeing so much of your hard-earned money wind up
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5 Ways to Ensure Your LLC is Doing What It Is Meant to Do

Many business owners operate their business as a limited liability company (LLC) due to the personal liability protection an LLC allows. Owners of rental properties also use LLC entities to
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Camp CoCo

It’s The Most Magical Time Of The Year… Camp CoCo!

“Life starts all over again when it gets crisp in the fall.” F. Scott Fitzgerald There is a coolness in the air today, which is a sign that fall is
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Mind The Gap(s)

Did you know that August is “National Make-A-Will Month?” If you have already prepared your will, congratulations! You have taken the first step in the estate planning process. Also, you are
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Find Your Missing Money!

Did you know that more than 58 BILLION dollars of assets are sitting in missing money state funds? And those numbers grow daily. Could some of those funds belong to
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Your Parent’s Estate Plan: Will It Work When You Need It?

No matter what your parents own, whether rich or poor, you need to be helping them by asking these questions.
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Passing On Family Heirlooms & Keepsakes Peacefully

Family heirlooms and keepsakes are prized for their sentimental value. When there is no plan for distributing these items, it can create bitter conflicts among family members. Here are a few estate planning strategies to consider when passing on these precious possessions.
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Solving Family Conflict Before It Starts

By becoming aware of some of the leading causes of conflict over your estate plan, you’re in a better position to prevent those situations through effective planning. Though it’s impossible to predict how your loved ones will react to your estate plan, the following issues are among the most common catalysts for conflict.
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Speak for Yourself: Create Your Voice

The reality is that planning for our life before we leave this earth is planning that is overlooked. A living will tells your loved ones and doctors how you want decisions related to your medical care handled if you become incapacitated and are unable to make such decisions yourself.
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The Life and Legacy of Happy Memories

Preserving the “intangible” memories and values through stories, and life lessons are consistently at the top of the list of things people want to pass on. When done right, estate planning supports you to pass down the most precious assets of all—your life stories, lessons, insights, and values—and done so intentionally.
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Your Trusty Tool To Avoid Probate

A living trust is a popular estate planning tool for avoiding probate. They pass on your assets to your loved ones without any need for without court or government intervention.
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The Probate Process: Anything But Hassle-Free

Few people truly know all the steps that go into probate (or what probate actually is). Once people understand the hassle of probate, they then seize the opportunity to implement estate planning strategies to help their loved ones avoid probate altogether.
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women supporting each other through loss

The Strife and Stress of Probate

Probate is a time-consuming, costly, and public court proceeding. Unless you’ve created a proper estate plan, many of your assets must first pass through probate before those assets can be distributed to your heirs.
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One Big Dose of Resilience Coming at You

Children aren’t often given the space to face adversity. There is such a focus on success that many of us have developed aversions to crisis and conflict. So how can we prepare future generations for adversity? Building positive social connections with children and grandchildren is the key to their resilience.
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The Growing Threat Of Natural Disasters and Estate Plans

To fully protect your property and assets, you’ll need important documents and supplies on-hand in the wake of a catastrophe. The inconvenient truth is much of the damage caused by natural disasters is not covered by a standard homeowners policy.
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4 Ways Estate Planning Can Improve Relationships With Loved Ones

Estate planning requires you to closely consider your relationships with family and friends—past, present, and future—like never before. The process can be the ultimate forum for heartfelt communication and prioritizing what matters most in life.
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Virtually Useless: The Dangers of DIY Plans

When it comes to estate planning, the documents you use are only as good as the understanding of your family dynamics, the nature of your assets, and how the law will apply to your situation upon your death or incapacity. Relying on DIY or online estate planning documents can be one of the costliest mistakes you can make for your loved ones.
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Virtually Useless: Why DIY Estate Plans Fail

As DIY Estate Plan services become more popular, millions will soon learn that taking the DIY route could end up costing your family even more money and heartache than if you’d never gotten around to doing any planning at all.
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mindfulness moment in nature

Make a Positive Impact with a Mindful Perspective

Mindfulness and gratitude can positively shift our mindset to gain a better appreciation for our achievements and goals as we reflect on the bigger picture of what we are working towards. Don’t let pitfalls become the center of your thoughts. An estate plan designed to promote happiness enables ourselves and our beneficiaries to live healthier, more successful lives.
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Your First Step to Get Started

Your first step is to schedule your personal Family Estate Planning Session.  You can schedule online here, by email to or by calling the office at (719) 434-0000. Prior to your Family Estate Planning Session, you’ll receive an email with your Family Planning Worksheet.  You will complete the worksheet and return it to our office with any existing estate planning documents you have so we will have time to review all information before your Family Estate Planning Session.

Contact Us

(719) 434-0000
2580 E Harmony Road, Suite 201 Fort Collins, CO 80528

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