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January 31, 2014 Posted In Estate Planning,Estate Taxes,Probate, Estate, & Trust Administration,Trusts,Wills
by Justin Blow
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 15, 2014 Posted In Elder Law
by Justin Blow
Many veterans are eligible for VA pensions to help pay for assisted living, nursing homes, and home care. There are different levels of pensions but Aid and Attendance and Housebound cover long-term care. However, many do not understand what is available and how to apply. The facility does not have to be a VA facility…
read moreJanuary 7, 2014 Posted In Estate Planning,Probate, Estate, & Trust Administration,Trust Administration,Trusts,Wills
by Justin Blow
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 moreJanuary 2, 2014 Posted In Estate Planning,Firm News
by Justin Blow
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 moreDecember 19, 2013 Posted In Asset Protection,Estate Planning,Wills
by Justin Blow
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
by Justin Blow
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 moreDecember 4, 2013 Posted In Estate Planning,Probate, Estate, & Trust Administration
by Justin Blow
The Colorado Bar Association has created a Personal Representative’s Guide to help people understand the process and the duties of a PR in estate administration. In Colorado, a person appointed by the court named to administer an estate is known as the Personal Representative. This position used to be called an executor (male) or executrix…
read moreNovember 27, 2013 Posted In Estate Planning,Firm News
by Justin Blow
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
by Justin Blow
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 moreOctober 23, 2013 Posted In Estate Planning
by Justin Blow
In Colorado and throughout the nation, those in their 50s feel younger and more vibrant than they did a few generations ago. This false sense of security causes many in their 50s to make financial decisions that could negatively impact them as they age. Those in their 50s should make attitudinal changes to ensure a…
read moreOctober 11, 2013 Posted In Asset Protection,Trust Administration,Trusts
by Justin Blow
While trusts are commonly regarded in Colorado and elsewhere as estate planning tools, they can also be useful as a way for people to protect their assets while they are still living. An asset protection trust, also known as a spendthrift trust, places assets into a living trust under which the trustor is also the…
read moreSeptember 24, 2013 Posted In Asset Protection,Estate Planning,Powers of Attorney,Wills
by Justin Blow
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…
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