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The Estate Planning Puzzle

November 27, 2013 Posted In Estate Planning,Firm News

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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Michael Jackson Estate Sued

November 7, 2013 Posted In Claims,Creditors and Probate,Estate Planning,Firm News,Probate, Estate, & Trust Administration,Trust & Will Contests

Colorado residents may have heard that Quincy Jones is filing a lawsuit against the estate of the late Michael Jackson. Jones claims that the estate owes him production fees and royalties for many of Jackson’s hits. According to the Jackson Estate, Jones worked with the pop singer for 35 years, and the man helped produce…

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Middle-Age Financial Mistakes That Keep Seniors from Aging Well

October 23, 2013 Posted In Estate Planning

In Colorado and throughout the nation, those in their 50s feel younger and more vibrant than they did a few generations ago. According to Forbes Magazine, this false sense of security causes many in their 50s to make some financial decisions that could negatively impact them as they age. Forbes acknowledges that those in their…

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