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January 24, 2016 Posted In Estate Planning,Estate Taxes
How to Choose an Executor or Personal Representative for an Estate? A central part of estate planning can be selecting the right executor and/or personal representative to carry out your wishes in the future. While you may have some ideas of who to appoint to these positions, below are some specific tips to keep in…
read moreJanuary 12, 2016 Posted In Powers of Attorney
Four Important Facts for Agents under Powers of Attorney Agents, also referred to as attorneys-in-fact, have some important responsibilities and powers. Although the specifics of these duties and the extent of their power will vary from situation to situation, in general, the following are among the most important facts to understand about this role. The…
read moreDecember 31, 2015 Posted In Estate Planning
Four Reasons to Resolve to Develop an Estate Plan The New Year is a time for resolutions. For many people, this can mean prioritizing certain personal and financial changes for the New Year. While those resolutions can be great goals, here is why it is also time to include estate planning as a focus for…
read moreDecember 5, 2015 Posted In Estate Planning,Estate Taxes
A Denver estate planning lawyer discusses how portability for federal estate taxes can help reduce tax obligations. Since 2011 in the U.S., married couples have been able to take advantage of portability for federal estate tax purposes, allowing them to share certain unused exemptions and save on their overall estate tax obligations. Although portability is…
read moreNovember 15, 2015 Posted In Estate Planning,Wills
A Denver estate planning attorney explains when wills and estate plans should be updated. It depends on the nature of your estate, as well as your life circumstances. We will delve into this answer more below. When to Update a Will & Estate Plan? In general, it’s recommended that people review and update their wills,…
read moreNovember 5, 2015 Posted In Estate Planning,Powers of Attorney,Wills
The right estate plan can preserve your wishes for the future while protecting your loved ones’ interests and possibly even minimizing the need for probate. Of course, the “right” estate plan can vary from situation to situation, depending on the details of an estate (among other things). That being stated the following are among the…
read moreOctober 5, 2015 Posted In Estate Planning
When you want to choose the right and best Denver estate planning lawyer to help you put an effective estate plan in place, here is what to look for, our Denver estate attorney can explain. When you are ready to put an estate plan in place, one of the first steps to take can be…
read moreSeptember 25, 2015 Posted In Estate Planning,Powers of Attorney,Trusts,Wills
Estate planning Basics is not just about figuring out what will happen to your assets after you pass. It is also about setting up protections for you and your loved ones. In fact, a comprehensive, effective estate plan can save a significant amount of stress, grief and money in the future. As you start to develop…
read moreSeptember 15, 2015 Posted In Breach of Fiduciary Duty,Estate Planning,Probate, Estate, & Trust Administration
The process of settling an estate can be long, complicated and at times, contentious. While there can be a lot to do to settle an estate in the months following the death of a loved one. It is important to keep the following tips in mind can help those in charge, namely executors and personal…
read moreAugust 27, 2015 Posted In Trust Administration,Trusts
Living trusts can be powerful estate planning tools that can offer a lot of benefits to trustmakers (or grantors), as well as their beneficiaries. However, living trusts are not for everyone. There may be some drawbacks to developing them in some cases. Below, we will explore the pros and cons of living trusts more closely.…
read moreJuly 10, 2015 Posted In Trusts
Living trusts can be an important part of some estate plans, especially for people who have special needs children who want to help their families avoid probate and/or who have other special circumstances/wishes. To elucidate the benefits of living trusts and when people should consider setting them up, below, we’ll answer some of the most…
read moreJune 30, 2015 Posted In Estate Planning,Firm News
When you’re ready to put an estate plan in place, knowing where to start and what you need to do can be confusing. To help you initiate this process with a mind towards the various aspects you may need to consider. We have provided an essential estate planning checklist. Do not hesitate to contact us…
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