Bachman Law, LLC

03/13/2026

There are only 3 spots left at our Naturita Estate Planning seminar next week!

02/25/2026

Better late than never—our annual newsletter is landing in mailboxes nationwide!
We’re hosting three in-person Estate Planning Basics Seminars this year:
March 19, 2026
🕛 Noon
📍 Bachman Law

June 11, 2026
🕕 6:00 PM
📍 Lone Cone Library, Norwood

September 17, 2026
🕔 5:00 PM
📍 Naturita Community Library

Sign up here:
👉 https://forms.office.com/r/xJFXiW78sS

02/11/2025

2025 is well underway! If our newsletter hasn't hit your mailbox, you can check it out here.

12/19/2024

The most loving thing you can do for your family is having a plan for what happens when you're gone. As a full-time Realtor, I have seen firsthand how powerful estate planning can be for grieving families. And that's why here in Montrose, Sara would be my "go-to" when it comes to making sure you have the best guidance. Here are her Top 5 Tips when it comes to estate planning:

1. Create A Will
It's the foundation of your estate plan. It specifies how your assets will be distributed and names a personal representative to manage your estate. Without a will, your assets may be distributed according to state laws, which might not align with your wishes.

2. Establish A Trust (if needed)
Trusts can help manage and distribute your assets more efficiently, avoiding probate and providing privacy. They are especially useful for managing complex estates, providing for minor children, or supporting beneficiaries with special needs.

3. Update Title to Assets and/or Beneficiary Designations
If you have a trust, make sure your assets are titled in the name of your trust as applicable. Depending on your specific estate plan, ensure that retirement accounts, life insurance policies, and other financial accounts have up-to-date beneficiary designations. You may also consider preparing a Beneficiary Deed or Transfer on Death Deed to transfer your real property upon your death. Remember, these designations take precedence over instructions in your will, so they must align with your overall estate plan.

4. Plan For Incapacity
Prepare documents like a durable financial power of attorney and a medical power of attorney to designate someone to make financial and medical decisions for you if you become incapacitated. Include a living will, also known as an advanced directive, to specify your preferences for medical care and end-of-life decisions.

5. Review & Update Your Plan Regularly
Life events like marriage, divorce, the birth of a child, or significant financial changes may require updates to your estate plan. Review your plan every few years to ensure it remains aligned with your current circumstances and legal requirements.

If you have any questions about this process (or you're honestly not sure if what you have is good enough), I'm happy to connect you with Sara. Just let me know!

- Autumn

12/12/2024

There is a preliminary injunction in effect staying the January 1st reporting requirements and fines. We suggest monitoring the progress of injunctions or consider voluntarily complying with the reporting requirements.

UPDATE 12/12/24: There is a preliminary injunction in effect staying the January 1st reporting requirements and fines. We suggest monitoring the progress of injunctions or consider voluntarily complying with the reporting requirements.
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We've made diligent efforts to contact all of our clients and make them aware that they must file their BOI Report by the end of this year if not sooner!

Beneficial Ownership Interest (BOI) Reports are now required to be filed with the Financial Crimes Enforcement Network (FinCen) by January 1, 2025, for all existing companies and within 90 days for all new companies.

THIS IS NOT YOUR PERIODIC/ANNUAL REPORT REQUIRED TO BE FILED ANNUALLY WITH THE SECRETARY OF STATE.

We offer this service for $250 (some of our clients may be enrolled in a service where this is offered at no extra charge). Why so expensive? We must collect all relevant data for the filing readily available to you but not us.

You may file your Company's BOI report yourself. Review the resources and frequently asked questions on FinCen's website: https://www.fincen.gov/boi/beneficial-ownership-information-frequently-asked-questions

AND make sure you are making your filing on the proper website: https://boiefiling.fincen.gov/

If you engage a third-party to assist you in filing your BOI report, ensure you trust the service provider. We suggest only using your attorney or CPA to file this report on your Company's behalf to protect your personal information.

11/22/2024

UPDATE 12/12/24: There is a preliminary injunction in effect staying the January 1st reporting requirements and fines. We suggest monitoring the progress of injunctions or consider voluntarily complying with the reporting requirements.
--------------------------------------------
We've made diligent efforts to contact all of our clients and make them aware that they must file their BOI Report by the end of this year if not sooner!

Beneficial Ownership Interest (BOI) Reports are now required to be filed with the Financial Crimes Enforcement Network (FinCen) by January 1, 2025, for all existing companies and within 90 days for all new companies.

THIS IS NOT YOUR PERIODIC/ANNUAL REPORT REQUIRED TO BE FILED ANNUALLY WITH THE SECRETARY OF STATE.

We offer this service for $250 (some of our clients may be enrolled in a service where this is offered at no extra charge). Why so expensive? We must collect all relevant data for the filing readily available to you but not us.

You may file your Company's BOI report yourself. Review the resources and frequently asked questions on FinCen's website: https://www.fincen.gov/boi/beneficial-ownership-information-frequently-asked-questions

AND make sure you are making your filing on the proper website: https://boiefiling.fincen.gov/

If you engage a third-party to assist you in filing your BOI report, ensure you trust the service provider. We suggest only using your attorney or CPA to file this report on your Company's behalf to protect your personal information.

09/04/2024

We appreciate the overwhelming interest! All spots are full for this learning session. If you would like to be added to a waiting list for future sessions, please fill out this form: https://forms.office.com/r/y9sp2mBXpS

02/05/2024

We would like to wish our paralegal, Maria Smuin, a happy birthday today! Luckily, she is aging in reverse and you would never guess her age--what a dream!

01/16/2024

We are happy to log another year in the books and look forward to 2024! Find a blank asset spreadsheet at https://www.bachmanlawcolorado.com/services

01/10/2023

We are here to help you tackle your 2023 goals--big and small!

11/23/2022

Happy Birthday (one day late) to Cimmy! Cimmy is the anchor at Bachman Law and we are so thankful for her. No wonder she is a Thanksgiving baby! She keeps our clients happy and office running smoothly. Cheers to another year around the sun, Cim! We won't tell anyone how old you are now. 🙃

10/17/2022

As part of National Pro Bono week, we will be hosting an Estate Planning Basics Course on October 27, 2022 at 10:00 am in Montrose at the Judicial Center. Call the number on the flyer to reserve a spot!

Additionally, we have 2 spots open in the afternoon of the same day for estate planning consultations (also in Montrose). Call us to book: 970-865-2440.