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Leaving The Colorado Family Fortune Well-Attended

April 10, 2014 Posted In Firm News,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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Leaving Money to Disabled Individuals

January 7, 2014 Posted In Firm News,Trust Administration

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…

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Spendthrift Trusts and Asset Protection

October 11, 2013 Posted In Firm News,Trust Administration

While trusts are commonly regarded in Colorado and elsewhere as estate planning tools, they can also be useful as a way for people to protect their assets while they are still living. An asset protection trust, also known as a spendthrift trust, places assets into a living trust under which the trustor is also the…

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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.