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Updating Estate Planning Documents After a Divorce

December 11, 2013 Posted In Estate Planning,Wills
by Colorado Estate Matters

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…

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Personal Representative’s Guide

December 4, 2013 Posted In Estate Planning,Probate, Estate, & Trust Administration
by Colorado Estate Matters

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…

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The Estate Planning Puzzle

November 27, 2013 Posted In Estate Planning,Firm News
by Colorado Estate Matters

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…

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