Estate Planning

Your End of Year Estate Planning To-Do List

As the end of the year approaches, it’s a good time to perform a quick check-up on your estate plan…

2 days ago

The New Gift Tax Normal: Optimizing Strategic Gifting

As the end of the year approaches, it’s a good time to think about your gifting strategy now that the…

4 weeks ago

Legacy Family Planning – Passing Real Estate to the Next Generation

For many families, real estate assets represent some of their largest assets. Planning for inheritance of real estate involves many…

1 month ago

Probate in Colorado

In Colorado, an estate typically must go through probate when a person passes away. Probate is a procedure that helps…

10 months ago

Talking Wills & Estate Planning Around the Thanksgiving Table

 The Thanksgiving holiday week is well-known to be the heaviest travel time of the year, bringing families and friends together…

1 year ago

Understanding Gun Trusts and Why You Might Need One

 If you’re a gun owner, having a plan for what happens to your gun is just as important as planning…

1 year ago

Using Qualified Personal Residence Trusts to Reduce Estate Taxes

A Qualified Personal Residence Trust (QPRT) can be a useful estate planning tool for strategically reducing gift and estate tax…

2 years ago

Estate Planning Tips: Avoiding Accidental Disinheritance

Most people are aware that disinheriting someone is the intentional act of preventing a person from receiving a share of…

2 years ago

Important Considerations for High Net Worth Estate Planning

 Most people are familiar with the basic needs of an estate plan: Will, Revocable Living Trust, Durable Power of Attorney…

2 years ago

Estate Planning: Gifting Strategies to Consider

 With the expected gift tax changes looming on the horizon, many clients are looking at ways to restructure estate plans…

2 years ago