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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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Estate Planning Resolutions, for the New Year

Set the tone for 2022, with a New Years Resolution you can actually keep. Estate planning is a pesky task we all know we should get done, but it’s usually pushed to the bottom of everyone’s to-do lists. So, we’ve put together some estate planning resolutions for you.
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Renew Your Holiday Spirit and Find Your Winter Wonder

December may be the last month of the year, but it is one of the best. However, it’s so easy to lose appreciation for what we have despite the obstacles. This Christmas savor the gift of one another and renew your wonder in the season. It truly is, as Andy Williams’ Christmas song puts it, “the Most Wonderful Time of the Year.”
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Wonderful Winter Family Traditions

Families have all sorts of traditions. Some traditions go back generations and others emerge as families grow and change. It never hurts to add another activity to enjoy again next year. Here is a list of activities that could spark your next family tradition.
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Simplify Choosing Guardians For Your Children

Naming guardians for your children is a difficult, but necessary decision that ensures they are cared for in the way that you'd want. Take a few minutes to consider right now: if both you and your child’s other parent were to become incapacitated or die right now, who would step forward to care for your child? Here are simple steps to help you choose guardians for your children.
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Your Guide To Sharing Fantastic Family Stories

Money isn’t the only important aspect of estate planning. Our history and stories are unique and irreplaceable gifts to our families that help us feel connected to where we came from. Here are some oral, digital, and written ideas to get the family stories flowing.
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Bob Ross succession planning significance

The Joy of Estate Planning: How to Avoid Bob Ross’s Mistakes

Don’t let what happened to Bob Ross’s family happen to yours. Make certain that business agreements are in coordination with your estate plan. Use your estate plan to protect and pass on the ownership rights of the business interests you own. Creating a comprehensive succession plan is just as crucial as any other planning you do for your business, if not more.
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Bob Ross Painting

A Not-So-Happy Accident: Bob Ross’s Estate Plan Leaves His Son With Next to Nothing

Bob’s planning failures have led to an ugly court battle between his former business partners and his family, who were fighting for control of the lucrative rights to the Bob Ross brand. Although Bob Ross clearly intended to leave his intellectual property rights to his son, because Bob failed to coordinate his business agreements with his estate plan, his son Steve will never share in the fortune.
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Secure Your Children’s Inheritance By Avoiding These Easy Mistakes

Setting up a trust fund for your children can ensure that the money you leave behind for them is taken care of, in the way that you want. Unfortunately, I talk to a lot of parents who think they are doing the right thing but who fail by making one of these mistakes.
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grandkids bonding time at RMNP

Keeping up with the Grandkids and the Gift of Grandparenting

As life expectancy increases, the role of a grandparent has grown. A strong grandparent-grandchild connection helps us to be physically active and socially engaged and improves healthy development in kids. I share my insights on how special the relationship between grandparents and grandchildren can be and how to make it as rewarding as possible.
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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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2580 E Harmony Road, Suite 201 Fort Collins, CO 80528

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