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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…
read moreApril 18, 2016 Posted In Estate Planning,Firm News
How Does Colorado Laws Limit the Choice for Executors? Part of developing an estate plan will involve naming an executor (or personal representative) to administer the plans in the future. Understanding the specific requirements for executors, as set forth by Colorado laws, will be important to naming appropriate choices and to minimize your loved one’s…
read moreDecember 15, 2015 Posted In Firm News
The death of a loved one can turn your world upside down. While grief can be overwhelming, if one person is ready to take action to prepare the estate for settlement, the following process of transferring the estate to the heirs can be resolved more efficiently. What to Do Following a Death? Take care of…
read moreOctober 25, 2015 Posted In Creditors and Probate,Firm News,Probate, Estate, & Trust Administration
Don’t believe these myths about Colorado probate, a Denver probate attorney explains. Get the facts so you know how to preserve your interests in probate. Probate in Colorado can be an involved process that, even for more modest estates, can take six months or longer to resolve. While many people are aware that probate can…
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…
read moreFebruary 15, 2015 Posted In Firm News,Probate, Estate, & Trust Administration,Trust Administration,Wills
Picking up from What to Do after Someone Dies: 10 Steps to Take after a Death (Pt. 1), we will identify the next steps people should take after the most immediate things, such as funeral arrangements, have been completed. What to Do after Someone Dies: The Next Steps to Take Are In the weeks following…
read moreJanuary 2, 2014 Posted In Estate Planning,Firm News
2014 is here and many people are setting their goals, resolutions and to do lists for the year. For some the standard things are topping their list: weight loss, better job, and more time with the family are a few of the ones we hear the most. Perhaps you should consider a goal that will…
read moreNovember 27, 2013 Posted In Estate Planning,Firm News
Think of your Estate Planning like a puzzle. Some of us have 100 piece puzzles and others have the 5,000 piece puzzle. Many people come to our seminars and office focused on either tax savings or probate avoidance. Both can be important pieces of the Estate Planning puzzle but for a large majority of clients…
read moreNovember 7, 2013 Posted In Claims,Creditors and Probate,Estate Planning,Firm News,Probate, Estate, & Trust Administration,Trust & Will Contests
Colorado residents may have heard that Quincy Jones is filing a lawsuit against the estate of the late Michael Jackson. Jones claims that the estate owes him production fees and royalties for many of Jackson’s hits. According to the Jackson Estate, Jones worked with the pop singer for 35 years, and the man helped produce…
read moreJuly 26, 2013 Posted In Estate Planning,Firm News,Wills
Colorado residents may want to consider one woman’s disinheritance story the next time they review their estate plans. The woman admitted that she and her father had always had a contentious relationship. However, she said they had long since reconnected and moved past their issues when he passed away in 2009. Considering the positive state…
read moreJuly 5, 2013 Posted In Estate Planning,Firm News,Wills
It becomes difficult to hear that Mom or Dad died but did not have time to do Estate Planning yet. Each time the loved one who has passed did not have to spend anything to put together a Will or Trust so they saved money. Now their spouse, kids or grand kids are paying the…
read moreJune 14, 2013 Posted In Estate Planning,Estate Taxes,Firm News
The changes to the United States tax laws in 2012 have ramifications on estate plans. Colorado residents should consider the consequences that the tax laws will have on their individual estate planning. The goal of estate planning is to preserve assets, and the tax implications of the new laws create estate planning concerns. The 2012…
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