Linda's Guide to Leaving a Legacy
What the Jay Leno Conservatorship Can Teach Colorado Families About Estate Planning & Incapacity
Jay Leno’s conservatorship petition involving his wife highlights an important lesson for Colorado families: spouses cannot always automatically manage each other’s affairs. Learn five ways ...
Read More
Two Women Who Shaped My Life
Linda Sommers reflects on the mother and grandmother who shaped her life, encouraged her through law school, and helped lead her toward a career focused ...
Read More
7 Estate Planning Traps Most People Miss—and 7 Questions to Audit Your Family’s Future
Your estate plan may still be legally valid, but does it still reflect your life today? Review seven common estate planning traps involving beneficiaries, backups, ...
Read More
June Is Men’s Mental Health Month: a Different Kind of Protection Plan
June is Men’s Mental Health Month. This article connects mental health, incapacity planning, powers of attorney, advance directives, and the importance of protecting yourself while ...
Read More
7 Estate Planning Traps Most People Miss—and 7 Questions to Audit Your Family’s Future
Estate planning mistakes are often easy to miss until families need the documents to work. This audit highlights seven common traps involving beneficiaries, backup fiduciaries, ...
Read More
Four To-Do Items for Every New Homeowner
Legal, Financial, and Security Steps You Cannot Skip 1. Update Your Address 2. Ensure That Your Estate Plan Reflects Your New Home If you do ...
Read More
Spring Cleaning: Time to Clean Up Your Estate Planning
Is your estate plan gathering dust? Learn why spring is the perfect time to review beneficiaries, fiduciaries, and legal changes like the SECURE Act to ...
Read More
Estate Planning Pop Quiz
Test your estate planning knowledge with this quick quiz covering decision-makers, intestacy laws, and the difference between wills and trusts. Learn what your answers mean ...
Read More
Back-to-School Season: The Ideal Time for Grandparents to Plan for Their Family’s Future
As the excitement of a new school year begins, it’s not just the kids and parents who are planning ahead—grandparents have a unique opportunity to ...
Read More
Beware of Bad Estate Planning Advice:
Why Adding Others to Your Accounts Can Create a Disaster Recently, advice was shared suggesting that seniors should add their personal representatives directly to bank ...
Read More
Things to Know When Planning for an Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. Having someone in your life who struggles with substance ...
Read More
Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably ...
Read More
What Can I Not Do as Grantor and Trustee of a Revocable Living Trust?
Wills and living trusts both direct the distribution of your assets to beneficiaries after you die. However, a revocable living trust offers added flexibility and ...
Read More
WHAT DOES FUNDING A TRUST MEAN?
Funding a trust refers to the process of transferring assets into the ownership of a trust. Trusts are legal arrangements where assets are managed by ...
Read More
Planning for the Future: Honoring Our Military Heroes
As we step into the Memorial Day weekend, we not only welcome the warmth of spring but also the opportunity to express our deepest gratitude ...
Read More
A Legacy of Law: My Daughter’s Graduation Journey
As an estate planning attorney, I’ve dedicated my career to helping families secure their futures and protect their legacies. Yet, amidst the legal intricacies and ...
Read More
Planning Ahead: Making Sure Your Loved Ones Are Taken Care Of
In a world where life can take unexpected turns, having a plan in place for your assets and loved ones is crucial. Estate planning isn’t ...
Read More
What to Do with a Loved One’s Used Medical Equipment
Family members charged with clearing out the deceased’s home may unwittingly find themselves in control of left-behind medical items. Nobody in the family may have ...
Read More
April 16 – National Healthcare Decisions Day: A Personal Call to Action
On National Healthcare Decisions Day, I found myself reflecting on the significance of such a day in a deeply personal way. It’s not just another ...
Read More
WHAT DOES FUNDING A TRUST MEAN?
Funding a trust refers to the process of transferring assets into the ownership of a trust. Trusts are legal arrangements where assets are managed by ...
Read More