At What Age Should You Start Thinking About Estate Planning in Colorado?
As an estate planning attorney practicing in Castle Rock and the greater Metro Denver area, I’ve guided countless families through estate planning over the past nine years. One question I hear often is when someone should begin this process. Many assume it’s something for later in life, but the truth might surprise you. In this […]
15 MILLION REASONS ESTATE PLANNING IS NOW ABOUT INCOME TAX
Many people think that, as an estate planning and estate attorney, my focus is on estate taxes. While that was true in the past, there are 15 million reasons that estate planning lawyers focus more on income taxes. Let’s explore how this happened. History of Estate Tax When I started as an estate attorney, working […]
HOW SOCIAL MEDIA ALMOST DESTROYED YOUR ESTATE PLAN
It’s true, social media almost destroyed your estate plan and many others too. How did this happen? As an estate lawyer in Douglas County Colorado, we study estate planning wills and trusts and how those topics are handled in the media. Back in the 70’s, there was only newspaper, radio and TV media. The contributors to those today would be known as “content creators” and they were […]
WHY YOUNG FAMILIES NEED ESTATE PLANNING
While estate planning is important to all families, it is crucial to young families. In this video K&G partner Bernie Greenberg discusses why.
HOW OFTEN SHOULD YOU REVISIT YOUR WILL?
For many important reasons, anyone with any assets at all should have a will. It’s a common misconception that wills are expensive, or that a lawyers assistance is required in the creation of a will. Yet others may simply take a passive stance, stating that writing a will is something they just haven’t ‘gotten around […]
THE IMPORTANCE OF MAKING SURE ALL YOUR ESTATE PLAN DOCUMENTS ARE HIPAA COMPLIANT
Proper estate planning requires incredible attention to detail. While it’s true that there are self-service, ‘cookie cutter’ estate planning solutions out there, there is no substitute for a lawyer-assisted estate plan strategy that covers all of the bases with confidence. Part of a comprehensive approach to estate planning necessarily includes a review of the compliance […]
Coronavirus and Estate Planning Scams You Should Be Aware Of
During times of crisis, most people do the right thing by looking after themselves, their loved ones, and their neighbors. Unfortunately, there are individuals who seek to take advantage of others when something disastrous (like the COVID-19 disease pandemic) grips the world. There will always be criminal profiteers standing by, ready to pounce on people […]
Estate Planning Checklist: Getting Started
Having an estate plan is a good idea no matter how wealthy you are or what your stage of life. Did you know that if you have never worked with an attorney to develop one, the state in which you live has one for you. Really?! Yes, really. Every state has laws in place that […]
The Complexity of Planning for Blended Families
As Bernie Greenberg, a partner at Kokish, Goldmanis, & Greenberg in Castle Rock, Colorado, I focus on estate planning, wills, and trusts. Over the years, I’ve seen how blended families—second, third, fourth, or even fifth marriages—present some of the toughest hurdles in this field. If you’re part of a blended family, partnering with a skilled […]
The Top 3 Reasons Why Online Estate Planning Services Fall Short
By now, you have probably heard that you can obtain many common legal services using automated or automated/manual hybrid solutions through some ‘virtual lawyer’ companies. These companies can be very cost-effective for certain things; a good example is getting an LLC off the ground or whipping up a lease agreement for a new tenant. But […]