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April 25, 2014 Posted In Estate Planning,Powers of Attorney,Wills
Colorado individuals may exercise more control over their assets and other arrangements when they take a proactive step by establishing an estate plan. This often consists of several documents that work together to provide greater control over the person’s estate, finances and health. Estate planning commonly starts with a last will and testament. This document…
read moreMarch 24, 2014 Posted In Estate Planning,Trusts,Wills
Residents of Colorado can arrange for the distribution of their assets after death by taking a few critical estate planning steps. Estate planning is the process of determining how each asset will be distributed after one’s death and to whom those assets will be distributed. Experts say the planning process is extremely important, especially if…
read moreMarch 13, 2014 Posted In Estate Planning,Trusts,Wills
Colorado residents who are contemplating an estate plan may be interested in an article on CNBC that examines some key points of the process. Addressing these issues may help ease any burden on the family after the passing of a loved one. Having a will can make the process of dealing with an estate much…
read moreFebruary 28, 2014 Posted In Creditors and Probate,Estate Planning,Powers of Attorney,Probate, Estate, & Trust Administration,Wills
When creating an estate plan in Colorado, creating a will is usually one of the first things to be done. It’s usually meant to preserve the peace of mind of family members and loved ones, but if not drawn up properly, it can become more hurtful than helpful. There are a few common mistakes that…
read moreFebruary 13, 2014 Posted In Creditors and Probate,Estate Planning,Probate, Estate, & Trust Administration,Trusts,Wills
Entertainment fans in Colorado were surprised when movie star Paul Walker was killed in a car accident on Nov. 30, 2013, at the age of 40. While he left a will that provides for his daughter, people can learn some important lessons regarding estate planning from his example. His assets of about $25 million were…
read moreJanuary 31, 2014 Posted In Estate Planning,Estate Taxes,Probate, Estate, & Trust Administration,Trusts,Wills
Many families in Colorado may not fall into the mega-rich category of the 1 percent. However, it is not just the ultra-wealthy who have estate planning tools at their disposal to protect their assets. In fact, wealth-protection professionals taking part in the 2014 Heckerling Institute on Estate Planning in Orlando focused on portability becoming a…
read moreJanuary 7, 2014 Posted In Estate Planning,Probate, Estate, & Trust Administration,Trust Administration,Trusts,Wills
If someone living in Colorado has a family member with special needs or a disability, they may want to leave assets for them that can help cover the cost of their care. It is actually a bad idea in some cases to leave these individuals money or property in a will, as it can put…
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 moreDecember 11, 2013 Posted In Estate Planning,Wills
Once a divorce is final, both parties are likely to want to move along and think about things other than the endless paperwork that was involved in the process. However, it is important to take the time to deal with estate planning concerns that may result from a newly single status. One of the first…
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…
read moreAugust 23, 2013 Posted In Asset Protection,Estate Planning,Medical Directives,Powers of Attorney,Wills
People in Colorado who are engaged in their estate planning might want to include provisions denoting how they want their estates handled if they become unable to make financial decisions themselves in their living wills. Because more and more Americans are living longer, it is more important than ever now for people to plan for…
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