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August 10, 2021 Posted In Asset Protection,Estate Planning,Powers of Attorney,Probate, Estate, & Trust Administration
Planning your estate is an important undertaking, which is why you want to avoid making mistakes to prevent future hardships for your family after you are gone. Several common issues can easily occur if you do your estate planning haphazardly. The best way to properly undertake this important task is by hiring a Denver estate…
read moreFebruary 20, 2020 Posted In Asset Protection,Estate Planning
What Assets Should Be Included in an Estate Plan? The first thing that may need to be done is to take inventory of your major assets. Understanding what these are can be important to appropriately preserve them for the future and your beneficiaries. For most people, the major assets to include in estate plans are:…
read moreJune 12, 2018 Posted In Asset Protection,Estate Planning,Powers of Attorney,Trusts,Wills
In all the chaos of buying new clothes, constantly changing diapers and seemingly sleepless nights for months on end, you may not be thinking of establishing an estate plan. As a new parent the last thing on your radar is probably creating a will or planning your estate. But, if you don’t already have an…
read moreAugust 28, 2016 Posted In Asset Protection,Creditors and Probate,Probate, Estate, & Trust Administration,Trust & Will Contests,Wills
Six Hidden Costs of Administering a Will When it is time to settle an estate and administer a will, there may be some obvious costs like court filing fees and estate taxes that will need to be covered as you proceed. Those may not be the only costs, as there are common other, less obvious…
read moreJuly 24, 2016 Posted In Asset Protection,Estate Planning
Why it is important for all adults to start estate planning sooner, rather than later? The sooner you start the estate planning process, the better. This is because a comprehensive, current estate plan can go a long way to protecting you and your family, as well as preserving your legacy and estate. Clarifying this answer,…
read moreApril 15, 2015 Posted In Asset Protection,Creditors and Probate,Probate, Estate, & Trust Administration
Resuming How to Create an Inventory of Assets for Colorado Probate: Eight Steps (Pt. 1), we will point out the next steps to take as you continue compiling a comprehensive inventory of a decedent’s estate. The Next Steps to Take in Creating an Inventory of Assets for Colorado Probate 3 – Detail all personal property…
read moreFebruary 5, 2015 Posted In Asset Protection,Estate Planning,Powers of Attorney,Trusts,Wills
Concluding our blog series Estate Planning for Your Special Needs Child: Here’s What You Should Know, below we will take a closer look at what estate planning documents you may want to put in place now if you do not already have them. Estate Planning for Your Special Needs Child: What You May Need in…
read moreApril 10, 2014 Posted In Asset Protection,Trust Administration
As wealth increases for families in Colorado, caring for loved ones becomes an inevitable concern when it comes to passing on the family fortune. Trust administration is one way to ensure assets are left to beneficiaries in a productive and manageable way. The temptations of wealth have proven to get the best of most people…
read moreDecember 19, 2013 Posted In Asset Protection,Estate Planning,Wills
Wills are not the only estate planning documents used in Colorado that provide for a transfer of assets after the death of the owner. Many types of accounts include beneficiary designations that will govern the disposition of the property in those accounts, even where contrary provisions are made in the will. This would include bank…
read moreOctober 11, 2013 Posted In Asset Protection,Trust Administration,Trusts
While trusts are commonly regarded in Colorado and elsewhere as estate planning tools, they can also be useful as a way for people to protect their assets while they are still living. An asset protection trust, also known as a spendthrift trust, places assets into a living trust under which the trustor is also the…
read moreSeptember 24, 2013 Posted In Asset Protection,Estate Planning,Powers of Attorney,Wills
Estate planning is often associated with retirement, but getting affairs in order earlier in life can ensure that an individual is prepared for life’s uncertainties. Regardless of how much a person is worth, they should begin the process of estate planning as soon as possible. Especially for those with young children, setting a financial plan…
read moreSeptember 13, 2013 Posted In Asset Protection,Estate Planning,Estate Taxes,Medical Directives,Powers of Attorney,Trusts,Wills
Planning for one’s death is never pleasant; however, as many Colorado residents may already know, it is often a fact of life. This is especially true when there are numerous assets that must be given away as part of one’s estate. An authority on the subject in a recent piece provided some guidance on which…
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