Category: Linda’s Guide to Leaving a Legacy Blog
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 ...
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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 ...
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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, ...
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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 ...
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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, ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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