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Ten Mistakes to Avoid When Estate Planning

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…

Planning for Your Baby’s Future in Estate Planning

June 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…

Estate Planning Tools for Your Baby’s College

November 21, 2017 Posted In Estate Planning,Estate Taxes,Guardianships & Conservatorships,Powers of Attorney,Trusts

Remember when your baby was just an infant and you thought he/or she would break like dropped china or porcelain? And then you saw them run right into a glass door and bounce off like a rubber ball and bounce back for more. It was probably back then that you first gave some forethought into…

Four Essential Documents to Prevent Estate Planning Errors

November 30, 2016 Posted In Estate Planning,Powers of Attorney,Wills

Four Essential Documents to Prevent Estate Planning Errors When you are ready to put an official estate plan in place to protect yourself and your family in the future, there can be a lot to consider, even if you don not have a sizable estate or a large family. To help you get started on…

How Does Estate Planning Work?

August 9, 2016 Posted In Estate Planning,Powers of Attorney,Trusts,Wills

How does estate planning work? Estate planning is essentially the process of detailing your future wishes for yourself, your estate and your family. By taking the time now to put an effective, valid estate plan in place, you can be assured that you and your loved ones will be financially protected regardless of what tomorrow…

Four Essential Estate Planning Tips for Those Under 35

February 29, 2016 Posted In Estate Planning,Powers of Attorney

Four Important estate planning tips for people under 35 Getting your finances in order can be essential to being prepared for life’s changes. While building savings and retirement accounts can be part of this process, so too is estate planning. For those who are under 35 and who may just be starting to focus on…

How to Start Estate Planning: Seven Steps

February 18, 2016 Posted In Estate Planning,Powers of Attorney

How to Start Estate Planning? Estate planning can be the key to preserving your legacy and protecting your loved ones in the future. Although there can be a lot to think about when it is time to put a formal estate plan in place, the following are the main considerations and steps to take when…

Agents under Powers of Attorney: Four Important Facts to Know

January 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…

Four Estate Planning Mistakes that Can Cost Your Loved Ones Later

November 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…

Four Estate Planning Basics: What Everyone Should Know When Developing an Estate Plan

September 25, 2015 Posted In Estate Planning,Powers of Attorney,Trusts,Wills

Estate planning 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…

Five Tips for Agents of Financial Powers of Attorney

May 25, 2015 Posted In Powers of Attorney

Agents or “attorneys in fact” are people who have been designated by another individual (i.e., the principal) via a financial power of attorney to manage the principal’s finances. While stepping into the role of agent for someone else is completely voluntary, when people do agree to take on this role, they accept certain legal responsibilities.…

Five Main Types of Advance Medical Directives: An Overview (Pt. 3)

April 5, 2015 Posted In Estate Planning,Medical Directives,Powers of Attorney

Here’s the conclusion to our blog series Five Main Types of Advance Medical Directives: An Overview. Final Type of Advance Medical Directive – Organ and Tissues Donation Declarations When you are ready to develop advance medical directives or any estate planning documents, please call us and schedule a free estate planning consultation. We are skilled…