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How to Choose an Executor or Personal Representative for an Estate?

January 24, 2016 Posted In Estate Planning,Estate Taxes

How to Choose an Executor or Personal Representative for an Estate? A central part of estate planning can be selecting the right executor and/or personal representative to carry out your wishes in the future. While you may have some ideas of who to appoint to these positions, below are some specific tips to keep in…

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How Does Portability Affect Estate Taxes?

December 5, 2015 Posted In Estate Planning,Estate Taxes

A Denver estate planning lawyer discusses how portability for federal estate taxes can help reduce tax obligations. Since 2011 in the U.S., married couples have been able to take advantage of portability for federal estate tax purposes, allowing them to share certain unused exemptions and save on their overall estate tax obligations. Although portability is…

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Setting up a Living Trust: Six Facts to Know (Pt. 3)

October 25, 2014 Posted In Estate Planning,Estate Taxes,Trust Administration,Trusts

Concluding our blog series Setting up a Living Trust: 6 Facts to Know, below we will point out some final important facts to be aware of if you are considering setting up a living trust. Setting Up a Living Trust: Some Final Facts to Consider… Fact 5 – While there are a number of advantages…

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