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IRS Reveals 2017 Estate and Gift Tax Limits

December 30, 2016 Posted In Estate Planning,Estate Taxes,Trusts

The Internal Revenue Service (IRS) has announced the federal estate and gift tax limits for 2017, based on inflation. IRS Reveals 2017 Estate and Gift Tax Limits Here’s the breakdown of some of the most significant changes put in place for the coming year: Estate and gift tax exemptions for individuals are set at $5.49 million.…

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Who Should Be My Trustee?

August 18, 2016 Posted In Trustee Duties,Trustees,Trusts

Helpful tips for choosing the right person to serve as a trustee The answer to this question is important to consider, as your choice in trustees can have significant impacts in the future. For instance, while a good trustee can ensure that assets are distributed according to your wishes (i.e., the terms of the trust),…

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How Does Estate Planning Work?

August 9, 2016 Posted In Estate Planning,Trusts

How does estate planning work? Estate planning is essentially the process of detailing your future wishes for yourself, your estate and your family. By taking the time now to put an effective, valid estate plan in place, you can be assured that you and your loved ones will be financially protected regardless of what tomorrow…

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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.