professional representation

Our Blog

Estate Planning Concern Over Tax Penalties Eased by Portability

January 31, 2014 Posted In Estate Planning,Estate Taxes,Probate, Estate, & Trust Administration,Trusts,Wills

Many families in Colorado may not fall into the mega-rich category of the 1 percent. However, it is not just the ultra-wealthy who have estate planning tools at their disposal to protect their assets. In fact, wealth-protection professionals taking part in the 2014 Heckerling Institute on Estate Planning in Orlando focused on portability becoming a…

read more

Leaving Money to Disabled Individuals

January 7, 2014 Posted In Estate Planning,Probate, Estate, & Trust Administration,Trust Administration,Trusts,Wills

If someone living in Colorado has a family member with special needs or a disability, they may want to leave assets for them that can help cover the cost of their care. It is actually a bad idea in some cases to leave these individuals money or property in a will, as it can put…

read more

Personal Representative’s Guide

December 4, 2013 Posted In Estate Planning,Probate, Estate, & Trust Administration

The Colorado Bar Association has created a Personal Representative’s Guide to help people understand the process and the duties of a PR in estate administration.  In Colorado, a person appointed by the court named to administer an estate is known as the Personal Representative. This position used to be called an executor (male) or executrix…

read more
Schedule your free consultation

  • This field is for validation purposes and should be left unchanged.
  • This field is for validation purposes and should be left unchanged.

ALL FIELDS Are REQUIRED

Search...