You love your children equally, so naming both to manage your trust can feel like the fairest choice. But sharing an inheritance and sharing responsibility for it are different decisions. Here’s how to choose a workable arrangement without turning the choice into a measure of your love. Read more...

You want your spouse to be cared for and your children to receive the inheritance you intend for them, without putting the people you love on opposite sides of a financial decision. In a second marriage, “everything to my spouse, then to the kids” deserves a closer look. Here are the choices that help turn both promises into a plan. Read more...

Your life is partly online now: bills, photos, tax records, subscriptions, loyalty points, even the tools that run your household. But leaving someone a password is not the same as giving them a plan. This October, during Cybersecurity Awareness Month, start with the digital accounts your family would need to find, protect, and understand if you could not manage them yourself. Read more...

You bought life insurance to care for the people you love. But should the money go directly to your spouse or through your trust? The answer starts with what your family needs the money to do, not a rule that one choice is always better. Read more...

You and your spouse built one life, one family, and often one estate plan. But if you die in the same accident or only days apart, the order of death can change who inherits, which documents control, and whether assets pass through two estates instead of one. Here is what a survivorship clause does and why your plan should answer the question before your family ever has to. Read more..

Your child is a doctor, lawyer, founder, or other successful professional. Leaving their inheritance outright often feels like the respectful choice, but their success brings risks that direct ownership does not protect against. Here’s when an inheritance trust for adult children can protect what you built without treating a capable adult like a child. Read more...

You bought life insurance because you wanted the people you love to be protected. But the policy you chose years ago may no longer match the family, finances, or estate plan you have today. Here’s what a life insurance beneficiary review can reveal before your family needs the money. Read more…

If you own firearms in Colorado, you may already understand the importance of safe storage, responsible ownership, and knowing the law. But have you thought about what happens to your firearms if you die or become unable to manage your affairs?

You’ve done it. You’ve filed your paperwork with the Colorado Secretary of State, received that satisfying confirmation email, and your LLC is officially "active." You’ve got the name you wanted, and it feels like your business is finally real. It’s an exciting moment, and you should be proud of that milestone.

You did it. You made a will. That matters more than you know. But here's what most families don't realize until it's too late: making a will is the first step in protecting your family, not the last. Here's the checklist that comes next. Read more...

Malcolm-Jamal Warner, best known as Theo Huxtable on The Cosby Show, died in 2025. One year later, his widow alleges $1.2 million in unfulfilled premarital obligations: a life insurance policy never purchased, a Roth IRA never funded, and anniversary payments never made. A nine-year-old daughter is at the center of the dispute. Here’s what more thorough follow-through on the planning could have helped prevent.

August is Make-A-Will Month, and if you've been meaning to get your affairs in order, this is your reminder. But before you assume that getting a will means your family is protected, there's something most people don't know about what a will actually does and doesn't do. Read more...

You've heard the phrase: "Friends don't let friends drive drunk." The same logic applies to estate planning. According to Caring.com, only 24 percent of Americans have a will. For some of the people you love most, you may be the only person in their life who will ever bring this up. Here's how to do it without making it weird, and what to tell them about what real planning looks like.

August is National Make a Will Month, which means this is exactly the right time.

The federal government is depositing $1,000 into savings accounts for every baby born between January 1, 2025 and December 31, 2028. The account is called a Trump Account, contributions opened July 4, 2026, and most families have not yet taken the step to claim it. Here is what it is, how to open one, and what it means for your family's plan. Read more...

You've raised it before. Your spouse keeps saying "not now." But every week that passes without a plan is a week your family's future depends on chance instead of intention. Here's what to do when you're not on the same page, and what you can start doing today. Read more...

Most families believe they will inherit their loved one’s debt. Most debt collectors count on that fear. Your debt does not automatically transfer to your heirs, but it shapes how much they receive and what the estate must pay before they get anything. Here is exactly what happens and what your family needs to know before the collectors call. Read more…

The One Big Beautiful Bill raised the estate tax exemption to $15 million per person. That provision made headlines everywhere. A second one didn't: a deduction limitation buried in a Congressional footnote that tax lawyers say may create double taxation inside family trusts, including special needs trusts with as little as $400,000 in assets. Here is what families with trusts need to know right now. Read more…

A list of passwords is no longer enough after a death. Two-factor authentication has changed digital estate planning. Here is what families need now. Read more…