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Home Archives for will

Phil Keenan November 21, 2019

The Questions of Estate Planning, Part 2

People often have questions about Estate Planning. This is the second in a series of articles addressing those questions. This second article addresses “what” Estate Planning comprises. Read on to … [Read more...] about The Questions of Estate Planning, Part 2

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, questions, trust, will

Phil Keenan November 14, 2019

The Questions of Estate Planning, Part I: Who

People often have questions on Estate Planning. This is the first in a series of articles addressing those questions. This first article addresses “who” should do Estate Planning. Read on to learn … [Read more...] about The Questions of Estate Planning, Part I: Who

Filed Under: Estate Planning, legal education Tagged With: Estate Planning, questions, trust, will

Brittany Martin October 17, 2019

Make Your Own Plan

Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to … [Read more...] about Make Your Own Plan

Filed Under: Estate Planning, legal education Tagged With: heirs, intestacy, trust, will

Elizabeth D. Mitchell September 21, 2016

The Estate Planning Process Behind the Scenes

Estate planning can seem like a daunting process.  There’s a lot to consider—do you need a trust, or is a will sufficient?  What’s the difference between them?  Who should you name to take care of … [Read more...] about The Estate Planning Process Behind the Scenes

Filed Under: Estate Planning, General Tagged With: Ambler Keenan Mitchell Johnson, attorney, colorado, Denver, estate, estate plan, estate planning, estate planning attorney, HIPAA, law firm, Power of Attorney, trust, will

Elizabeth D. Mitchell June 2, 2015

Common Reasons to do Estate Planning

Not everyone needs a million dollars to have a reason to create an estate plan. Other reasons to make sure you have an estate plan in place include having children/grandchildren, a recent divorce, … [Read more...] about Common Reasons to do Estate Planning

Filed Under: Charitable Organizations, Estate Planning, Probate, Trust Administration Tagged With: attorney, beneficiaries, blended families, estate plan, estate planning attorney, probate, reasons to do estate planning, special needs, trust, will

Elizabeth D. Mitchell April 9, 2015

Estate Planning in a Blended Family

Blended families can consist of an unending variety of relationship combinations. Stepparents, half-siblings, siblings, step siblings, adopted children…the list goes on. If you find yourself in a … [Read more...] about Estate Planning in a Blended Family

Filed Under: Estate Planning Tagged With: agents, assets, beneficiaries, blended families, estate plan, estate planning, estate planning attorney, estate planning in a blended family, Power of Attorney, trust, will

Elizabeth D. Mitchell March 9, 2015

The Hazards of Do-It-Yourself Estate Planning Documents

We live in an era of do-it-yourself projects. Most anyone can now find instructions on how to do anything themselves online. Be cautious, however, when dealing with DIY legal documents. The … [Read more...] about The Hazards of Do-It-Yourself Estate Planning Documents

Filed Under: Estate Planning, Probate, Uncategorized Tagged With: court, estate planning, estate planning attorney, legal documents, Power of Attorney, will

Elizabeth D. Mitchell December 9, 2014

Help Your Loved Ones Find Your Estate Planning Documents

Creating an estate plan is something that many people fail to do, which can create many problems when it comes time to go through probate or distribute assets. If family members disagree, or a person … [Read more...] about Help Your Loved Ones Find Your Estate Planning Documents

Filed Under: Estate Planning, General Tagged With: conservator, estate plan, estate planning, estate planning documents, guardian, incapacitated, Power of Attorney, probate, probate court, will

Elizabeth D. Mitchell November 10, 2014

Estate Planning Mistakes – Pablo Picasso

Who was Pablo Picasso? Pablo Picasso was a Spanish painter, sculptor, poet, playwright, ceramist, and stage designer. The most well-known periods in his work were the Blue Period, the Rose Period, … [Read more...] about Estate Planning Mistakes – Pablo Picasso

Filed Under: Estate Planning, Probate Tagged With: estate, estate planning, estate planning sttorney, heir, probate, sttorney, will

Elizabeth D. Mitchell September 30, 2014

Estate Planning Mistakes – Ted Williams

Who was Ted Williams? Ted Williams was best known for being a professional baseball player for the Boston Red Sox. He took a break from his baseball career in 1943 to serve his country in WWII … [Read more...] about Estate Planning Mistakes – Ted Williams

Filed Under: Estate Planning Tagged With: Ambler Keenan Mitchell Johnson, colorado, Denver, estate planning, estate planning attorney, law firm, LLC, will

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News

Using Disclaimers to Achieve Client Goals: Double Disclaimers

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers

Using Disclaimers to Achieve Client Goals

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals

beneficiary

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both … [Read More...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

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