Insights
The Fine Print
Practical tax and legal insights from our team, including estate planning, tax strategies, business formation, and IRS updates. Everything explained in plain language.
- Colorado Estate Planning Guide (2026): Beneficiary Deeds, Medicaid, Vacation Homes, and Blended FamiliesSeptember 14, 2026Practice area10 min readOwn a Colorado vacation home, care for a blended family, or wonder whether a beneficiary deed affects Medicaid planning? This 2026 guide explains the questions to resolve before choosing a deed, trust, marital agreement, or flat-fee estate plan.
- Legora vs. Harvey AI: What U.S. Law Firms Should Know in 2026September 11, 2026Thought leadership8 min readHarvey and Legora are becoming enterprise infrastructure for legal work, but the consequential choice is not simply which platform wins a demo. U.S. firms should evaluate workflow fit, source authority, security, supervision, economics, and the effect AI will have on associate development.
- Taxpayer Advocate Service Tax News: How to Use It When You Have an IRS ProblemSeptember 10, 2026Practice area5 min readThe Taxpayer Advocate Service publishes searchable tax news and may help taxpayers facing unresolved IRS problems. Here is how to use TAS updates without mistaking general news for guidance about your own account.
- Directed Trusts in Colorado: Sharing Authority Without Creating Accountability GapsSeptember 9, 2026Practice area8 min readA directed trust can divide investment, distribution, and administrative responsibilities among people with different strengths. Learn when that structure may help a Colorado family, where it can create risk, and what careful drafting should clarify.
- Tax Headlines Are Not a Tax Plan: How to Read IRS, Income, and Inheritance Tax NewsSeptember 8, 2026Practice area7 min readTax updates can help you spot an issue, but a headline cannot tell you how a rule applies to your return, business, inheritance, or IRS notice. Here is a practical way to separate useful news from decisions that require a closer review.
- Prenuptial Agreement Lawyer in Boulder: A Colorado Guide to a Fair, Thoughtful PrenupSeptember 7, 2026Practice area8 min readA Colorado prenup can begin with financial transparency and shared expectations—not fear. Learn what an agreement may cover, what it cannot decide, and what to discuss with a Boulder-area lawyer before signing.
- Beyond the “Robot Lawyer”: A Governance Blueprint for Law Firm AISeptember 4, 2026Thought leadership7 min readThe next phase of legal AI adoption will not be defined by which platform wins the demo. It will be defined by whether firms can connect authority, supervision, data controls, verification and talent development into a defensible operating model.
- Colorado Business Entity Search: How to Look Up an LLC, Corporation, or EINSeptember 3, 2026Practice area6 min readLearn how to search Colorado LLC and corporation records, check name availability, request proof of good standing, and understand why the state database is not an EIN lookup.
- Hidden Estate Planning Risks for Colorado Family BusinessesSeptember 2, 2026Practice area8 min readA family business estate plan should do more than transfer ownership. Colorado owners need coordinated instructions for incapacity, decision-making, succession, digital access, liquidity, and family expectations.
- What the Latest IRS News Means for Your Tax Plan: A Practical August 2026 ChecklistSeptember 1, 2026Practice area6 min readIRS announcements about business accounts, overtime deductions, retirement rollovers, workplace benefits, and data security can affect real decisions. Here is how to separate an important headline from the next step your family or business should take.