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What should I bring to my first estate planning meeting?

July 2, 2025 Posted In Estate Planning
by Colorado Estate Matters

When preparing for your first estate planning meeting with an attorney in Colorado, being well-organized can help make the process efficient and effective. Here’s a comprehensive guide to what you should bring and prepare. Contact our Denver estate planning lawyers for assistance with all your estate planning needs. Essential documents and information Personal information Government-issued…

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Do I Need an Attorney to Set Up Special Needs Trust?

March 30, 2025 Posted In Estate Planning,Trusts
by Colorado Estate Matters

If you have a child or loved one with special needs, setting up a special needs trust can be crucial to his or her future. A special needs trust can provide the financial stability to take care of a disabled or impaired family member after you pass away. Whether or not you need an attorney…

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Who Should Be My Trustee?

March 25, 2025 Posted In Probate, Estate, & Trust Administration,Trust Administration,Trusts
by Colorado Estate Matters

The answer to this question is important to consider, as your choice of trustees can have significant impacts in the future. For instance, while a good trustee can ensure that assets are distributed according to your wishes (i.e., the terms of the trust), an unethical or untrustworthy trustee may compromise the interests of your beneficiaries.…

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