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Planning For Your Lifetime And Loved Ones

Estate planning is not just a career for Cris Carter, but her passion. Please join us in listening to her story, provide real world scenarios, and ultimately explain the importance
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Four Reasons You Can’t Go Without An Estate Plan

October 19th – 25th, 2020 was National Estate Planning Awareness Week, so if you’ve been thinking about creating an estate plan, but still haven’t, now is the perfect time to
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What More Can We Learn from the Tiger King’s Estate Planning Mistakes Part #2

Anyone who has seen the hit Netflix documentary Tiger King: Murder, Mayhem, and Madness can attest that it’s one of the most outlandish stories to come out in a year
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Tiger King – Estate Planning Mistakes Part #1

You would have to be on another planet to have not heard of the hit Netflix documentary Tiger King that came out in the spring of 2020. I did not
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Once Your Kids Are 18, Make Sure They Sign These Documents

When your child hits their teenage years, you know they are in for a very emotional, difficult period of growth as they learn to navigate the world as a budding
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The Need For a “Go-Bag” Is Even More Important During a Pandemic

In the event of an emergency, the most important thing on our mind is keeping our family and loved ones safe from immediate harm. After we know our loved ones
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Your “Blended” Family Is Likely Headed to Court Unless You Do This

Family is the most important priority to a great majority of people – whether that includes full or step-siblings, birth parents or adoptive, or family you have chosen for yourself.
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How to Avoid the Need for a Prenuptial Agreement

Despite the current COVID-19 reality we live in, so many happy couples have tied the knot this year. Social media has been flooded with beautiful pictures of small, intimate ceremonies,
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COVID-19 Highlights Critical Need for Advance Healthcare Directives

As the COVID-19 pandemic continues to ravage the country, doctors across the nation are joining lawyers in urging Americans to create the proper estate planning documents, so medical providers can
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Who Would Care For Your Children If You Get Sick with COVID-19?

The pandemic is causing us to consider things that we may not have considered before. While COVID-19 has been devastating to many people, it has also reminded us to not
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Three Unique Ways to Handle the Guilt Inherent in Being a Parent

If you’re a parent, you may feel even more guilt than usual. If so, you are definitely not alone. Currently, the burden is on you to both carry on with
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Investing in Yourself

Should You (or Your Parents) Be in the Stock Market Right Now?

The best investment you can make, is an investment in yourself. The more you learn, the more you’ll earn. – Warren Buffett Investing in yourself means you are investing in your future.
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Not Business As Usual

The Most Important Legal and Financial Actions You Can Take Right Now

What we have learned over the past 3 weeks is that the COVID-19 pandemic means nothing is normal. There is NO business as usual. Finally, state after state has implemented
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Light in the Darkness, Time for Emergence and Growth

Light in the Darkness

“It is precisely because we resist the darkness in ourselves that we miss the depths of the loveliness, beauty, brilliance, creativity, and joy that lie at our core.” ― Thomas Moore
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The 5 Most Loving Things You Can Do For the People You Love In the New Year

It’s a new year, which means a new chance to do what you’ve been putting off until the time is right. That time is now.  Here are 5 of the
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How will the Coming Wealth Transfer Affect your Family?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers
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Kids Protection Plan

Did you know that 69% of parents have not yet named guardians for their kids? And of the 31% who have, most have made one of 6 common mistakes? Click
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The Real Cost To Your Family: Relying On A Will Alone

This is the second in an ongoing series of articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning
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The Real Cost To Your Family: Having No Estate Plan At All

This is the third in an ongoing series of articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning
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The Real Cost To Your Family: Not Planning For Incapacity

This is the first in an ongoing series of  articles discussing the true costs and consequences of failed estate planning. The series highlights a few of the most common—and costly—planning
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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.

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

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