Blog Articles

A Letter of Last Instructions: A Will’s Best Friend

A Letter of Last Instructions: A Will’s Best Friend

Don’t overlook this important piece of your estate planning. The letter of last instructions gives your personal representative, as well as your family, details they’ll need to settle financial matters, and resolve your final wishes. Although, it’s not legally binding, it’s an invaluable resource to your loved ones. It provides final wishes not covered in your will, as well as contact information, they’ll need to close accounts and settle your matters. What To Write Often, a letter of last instructions…

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COVID-19, Negligence, And Your Business

COVID-19, Negligence, And Your Business

COVID-19 is unprecedented in its impact on life and government. In the past few months, Colorado has issued executive orders, regulations, and health standards in an emergency response to the pandemic. Above all, a business owner has a duty to provide a safe environment for people in your place of business. The state’s safer-at-home public health and executive orders can be found here: https://covid19.colorado.gov/covid-19-in-colorado/public-health-executive-orders-resource Public Health Order 20-28, sets out the guidelines every business should follow. Among them are: Deputize…

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Estate Planning and Social Distancing

Estate Planning and Social Distancing

Prior to social distancing my firm’s procedure for drafting and finalizing a client’s estate plan went something like this. I met with clients a first time to gather information; then created a first draft of their documents; next I met with them again to review their documents; and lastly I met with them a third time to finalize their estate plans. If the stay-in-place order has forced you to address “what if” scenarios which were previously unthinkable. So, after you’ve…

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Business Owners: Doing This Will Help Protect You From Cyber-Criminals

Business Owners: Doing This Will Help Protect You From Cyber-Criminals

As, small businesses continue to be a target for cyber-criminals, small business owners also struggle to find resources to combat the attacks. However, there is a cost effective measure within an owner’s control they could put into use right away. A recent study found three-quarters of the businesses surveyed had experienced a cyber-attack in the previous year. Phishing and social engineering attacks and scams were the most common form of attacks. Another popular method cyber-criminals used is gaining access to files and…

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Blended Families & Estate Planning: Yours, Mine, Ours

Blended Families & Estate Planning: Yours, Mine, Ours

Every remarried couple with a blended family needs to redo their estate planning documents. Besides updating your will, here are some things you should consider when reviewing your estate plan. Guardianship Plan In the event of your death, your children will go to their biological parent. If however, the biological parent is not capable of taking care of the children, now or in the future, it’s best to update your guardianship appointment documents. Additionally, if you believe it is not…

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