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Posts by category

• Category: Charitable Organizations
  • Ambler Keenan Mitchell Johnson Volunteers at Project Angel Heart
  • Favorite Charities of Alexis!
  • Dawn’s Favorite Charities!
  • Common Reasons to do Estate Planning – Part 2
  • Common Reasons to do Estate Planning
  • Charitable Gifts – Impacting Beyond Our Lives
  • Sara’s Top Charity Picks
  • Erica’s Favorite Charities
  • A Few of Phil’s Favorite Charities
  • Ambler Keenan Mitchell Johnson Charity Spotlight! Beth’s Favorites
• Category: Estate Planning
  • Estate Planning Conference Discusses SECURE Act and More
  • Planning for the SECURE Act
  • Tax Planning for 2020
  • How Will You Age in Place and Be Able to Die at Home?
  • Getting Together with Family for the Holidays
  • The Secure Act and What It Means for You
  • Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
  • Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
  • Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
  • Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
  • The Questions of Estate Planning, Part 6: Why
  • The Questions of Estate Planning, Part 5: How
  • The Questions of Estate Planning, Part 4: Where
  • The Questions of Estate Planning, Part 3: When
  • The Questions of Estate Planning, Part 2
  • The Questions of Estate Planning, Part I: Who
  • Continuing Legal Education in San Diego
  • Make Your Own Plan
  • Planning for Special Needs Children
  • Planning for Education Expenses
  • Planning for the Unexpected
  • 529 Plans: Planning for Education with a Tax and Asset Protection Bonus
  • How Much is Too Much?
  • The Importance of Communicating Your Plans
  • Your Planning Can Help Your Loved Ones
  • Planning for Step-Children
  • Disinheritance
  • Basics of Estate Planning: Asset Protection
  • Storing Your Estate Plan
  • The Estate Planning Process Behind the Scenes
  • How to Create a Facebook Legacy Contact
  • What is a CELA?
  • Choosing a Trustee for Your Estate Plan
  • Estate Plan Conflict: Last Act for the Family of Robin Williams
  • Considerations for Estate Planning for Families and Newlyweds
  • Estate Planning in a Blended Family
  • The Hazards of Do-It-Yourself Estate Planning Documents
  • Disinheriting a Family Member in Estate Planning
  • Charitable Gifting in Estate Planning
  • Help Your Loved Ones Find Your Estate Planning Documents
  • Estate Planning Mistakes – Pablo Picasso
  • Using a Quality Estate Planning Attorney is Vital to Your Estate Plan
  • Estate Planning Mistakes – Judy Garland
  • Estate Planning Mistakes – Ted Williams
  • Estate Planning Mistakes – Howard Hughes
  • Estate Planning Mistakes – Marlon Brando
  • What is Joint Tenancy?
  • First Estate Planning Meeting? What to Expect
  • Roles in Estate Planning, Wills, Trusts, Probate, and Trust Administration
  • Power of Attorney – Estate Planning Terminology Week 3
  • Living Trust – Estate Planning Terminology Week 2
  • What Is A Civil Union?
• Category: Estate Planning
  • Use Trust Protectors for Added Protection and Flexibility
  • How Will You Obtain the Care You Need?
  • Income Tax Basis in Estate Planning
  • Income Tax Basis
• Category: General
  • Order Grant Deed and Property Assessment Profile by Mail? Do NOT Pay for This!
  • Check Back for our Charity Spotlight Section…Coming Soon!
• Category: legal education
• Category: LGBTQ
• Category: Probate
  • Probate Estate Types in Colorado
  • Probate – Estate Planning Terminology Week 4
• Category: Trust Administration
  • Trust Administration – Estate Planning Terminology Week 5
• Category: Uncategorized
  • Colorado Senior Citizen Property Tax Exemption
  • Happy Birthday, Medicare and Medicaid!
  • Estate Planning for the Younger Generations
  • Intellectual Property: Simplifying Intangibles
  • Die Without a Will? Jimi Hendrix Did!
  • Personal Representative Responsibilities in Colorado Probate
  • Will – Estate Planning Terminology Series Week 1