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When Should You Update Your Estate Plan? 9 Triggers

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Here is the rule of thumb: review your estate plan at least every three years — and update it immediately after any major life event. An estate plan is not a document you sign once and file away. It is a snapshot of your life, and when your life changes, the snapshot goes out of… Read more »

Power of Attorney vs. Healthcare Directive in Colorado

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  Here is the short answer: a power of attorney names a person to make decisions for you, while a healthcare directive records your wishes about medical care. One appoints a decision-maker; the other gives that decision-maker — and your doctors — instructions to follow. In Colorado, most adults need both. Now the longer answer,… Read more »

Estate Planning for Unmarried Couples in Colorado

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  Love does not require a marriage license. But legal protection does. If you are in a committed relationship but have not legally married, I want you to hear this clearly: in Colorado, without proper estate planning documents, your partner has almost no legal right to your assets, your medical decisions, or your property —… Read more »

3 Questions to Ask Before Using AI for Your Estate Plan

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  Artificial intelligence is changing everything, including how people are approaching estate planning. There are now AI-powered tools that promise to generate a will, a trust, or a power of attorney in minutes, for a fraction of the cost of working with an attorney. I am not here to tell you technology is bad. I… Read more »