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Colorado Estate Matters Blog: Essential Estate Planning Advice

How a Living Trust Works in Colorado: A Complete Guide

February 26, 2026 Posted In Estate Planning

Gain clarity on living trusts in Colorado with our compassionate guide. Understand your options and secure your family’s future with confidence and ease.

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Understanding Colorado Estate Planning Essentials: A Complete Guide

February 24, 2026 Posted In Estate Planning

Estate planning is not just a set of documents. It is a legal strategy built under Colorado law to protect your family, your assets, and your wishes. Working with a Colorado Estate Planning Attorney helps ensure your plan complies with Colorado requirements and functions when it matters. Colorado’s probate rules, intestacy laws, and trust statutes…

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Grounds to Contest a Will in Colorado: A Guide for Jefferson County Families

February 24, 2026 Posted In Wills

Learning that a loved one’s will contains unexpected changes raises difficult questions. Families in Lakewood and throughout Jefferson County sometimes wonder whether they have grounds to contest a will in Colorado, or whether their concerns reflect grief rather than legal issues.  The distinction matters because Colorado courts recognize specific legal reasons for challenging a will,…

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“Undue Influence”: How to Prove a Will Was the Product of Coercion

February 10, 2026 Posted In Wills

When family members believe that a caregiver, new partner, or another relative pressured or manipulated someone into changing their will, the law in Colorado calls this “undue influence.” The issue isn’t just whether that person had influence—because influence by itself isn’t illegal. The real question is whether they pressured the person so much that it…

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What is Trust Litigation? A Guide for Jefferson County Families

February 1, 2026 Posted In Trusts

Trust litigation is the statutory process used to interpret valid instructions, enforce fiduciary standards, and resolve ambiguity in estate planning documents. Colorado law governs these proceedings, specifically under the Colorado Uniform Trust Code (CUTC). While trusts are designed to bypass probate, they do not bypass the law. When a trustee fails to distribute assets, acts…

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How Denver’s Real Estate Boom Affects Your Estate Plan

October 29, 2025 Posted In Estate Planning

Denver’s housing market has been hit with a dramatic increase in homes for sale this spring. This sudden influx of supply far exceeds the demand for single-family dwellings, both in Denver proper and its surrounding suburbs. As a home seller, seeing an increase in the number of homes for sale can be worrisome; as a…

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IRS Gift and Estate Tax Limits for 2025

October 8, 2025 Posted In Estate Planning,Estate Taxes,Firm News

As we enter 2025, several key updates have been made to federal estate and gift tax limits, presenting valuable opportunities for individuals and families to optimize their estate planning strategies. Here’s a breakdown of the most significant updates: Estate and gift tax exemptions for individuals are set at $13.99 million. Estate and gift tax exemptions…

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What is an Ethical Will and Do I Need One?

October 1, 2025 Posted In Estate Planning,Wills

An ethical will, sometimes called a legacy letter, is different from a traditional will. While a traditional will outlines how assets will be distributed, an ethical will is a deeply personal document that conveys values, life lessons, and heartfelt messages to loved ones. Though it is not legally binding, an ethical will can be a…

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How to bring up conversations about estate planning

September 24, 2025 Posted In Estate Planning

Most of us are at least a little bit apprehensive talking about our deaths or situations that leave us incapacitated. Similarly, our loved ones may not want to have those conversations either. Suppose you have already begun the estate planning process with a Denver estate planning lawyer. In that case, they may provide you with…

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What is fair in a second marriage when it comes to estate planning?

September 17, 2025 Posted In Estate Planning

Estate planning for a second marriage can be complex, especially when balancing obligations to children from a previous marriage, financial support for an ex-spouse, and ensuring fairness to a new spouse. Updating your estate plan after marriage, divorce, or widowhood is essential to reflect your current wishes, including modifying beneficiaries and financial arrangements. Since Colorado…

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What should I bring to my first estate planning meeting?

July 2, 2025 Posted In Estate Planning

When preparing for your first estate planning meeting with an attorney in Colorado, being well-organized can help make the process efficient and effective. Here’s a comprehensive guide to what you should bring and prepare. Contact our Denver estate planning lawyers for assistance with all your estate planning needs. Essential documents and information Personal information Government-issued…

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Do I Need an Attorney to Set Up Special Needs Trust?

March 30, 2025 Posted In Estate Planning,Trusts

If you have a child or loved one with special needs, setting up a special needs trust can be crucial to his or her future. A special needs trust can provide the financial stability to take care of a disabled or impaired family member after you pass away. Whether or not you need an attorney…

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