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

January 11, 2022 Posted In Estate Planning,Trusts

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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Five Mistakes to Avoid When Estate Planning

August 10, 2021 Posted In Estate Planning,Life Insurance,Probate

Planning your estate is an important undertaking, which is why you want to avoid making mistakes to prevent future hardships for your family after you are gone. Several common issues can easily occur if you do your estate planning haphazardly. The best way to properly undertake this important task is by hiring a Denver estate…

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Six Major Assets to Include in an Estate Plan

February 20, 2020 Posted In Estate Planning

What Assets Should Be Included in an Estate Plan? The first thing that may need to be done is to take inventory of your major assets. Understanding what these are can be important to appropriately preserve them for the future and your beneficiaries. For most people, the major assets to include in estate plans are:…

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John Phillips has now gone to JR Phillips & Assoc. PC.  Justin Blow, Denise Husa, and Lexus Bohan are now with Colorado Estate Matters and can be reached below.