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Leaving Money to Disabled Individuals

January 7, 2014 Posted In Estate Planning,Probate, Estate, & Trust Administration,Trust Administration,Trusts,Wills
by Colorado Estate Matters

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…

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2014 Goals and Estate Planning

January 2, 2014 Posted In Estate Planning,Firm News
by Colorado Estate Matters

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…

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Keeping Estate Planning Current

December 19, 2013 Posted In Asset Protection,Estate Planning,Wills
by Colorado Estate Matters

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…

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