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Estate Planning for Your Special Needs Child: Here’s What You Should Know (Pt. 3)

February 5, 2015 Posted In Asset Protection,Estate Planning,Powers of Attorney,Trusts,Wills

Concluding our blog series Estate Planning for Your Special Needs Child: Here’s What You Should Know, below we will take a closer look at what estate planning documents you may want to put in place now if you do not already have them. Estate Planning for Your Special Needs Child: What You May Need in…

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Leaving The Colorado Family Fortune Well-Attended

April 10, 2014 Posted In Asset Protection,Trust Administration

As wealth increases for families in Colorado, caring for loved ones becomes an inevitable concern when it comes to passing on the family fortune. Trust administration is one way to ensure assets are left to beneficiaries in a productive and manageable way. The temptations of wealth have proven to get the best of most people…

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Keeping Estate Planning Current

December 19, 2013 Posted In Asset Protection,Estate Planning,Wills

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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