Frequently Asked Questions for Estate Planning Our estate planning FAQ was recently published on AVVO. You can check it out here. If you ever have questions regarding wills, trusts, powers of attorney or any other estate planning documents, you can always give us a call at 720-547-2319 or reach out to us online. Initial consultations […]
How To Explain Living Trusts To A Six-Year-Old Let’s continue our little conversation with the explanation of what a trust is. This one is more complicated to fully understand, but the basics are almost identical to a will. If you missed our chat in Part 1 of this series, feel free to check it Wills […]
Many people ask me why they would need a living will. First, the answer starts with an understanding of what that document actually is. It is not a will at all, it is actually a health care directive that allows you to choose how you would like to be treated in an end-of-life situation. Basically, […]
If you are one of those individuals who hears “estate planning” and immediately thinks about rich people, you are not alone. Unfortunately, the myth that only the wealthy need a plan has permeated our society for decades. The truth of the matter is that everyone can benefit from an estate plan. Why Do I Need An […]
Young Couples and Estate Planning in Colorado All too often younger couples and families put off estate planning because they falsely believe they do not need it. Maybe you believe it is an expense that can wait or that is just altogether unnecessary. This could not be farther from truth. There are many essential benefits […]
What is portability? Simply put, it means that now spouses can pass their estate and gift tax exemption to each other when the first one passes. In 2014, the federal estate tax exemption is $5,340,000. That’s a lot tax-free exemption to pass to your spouse. So what exactly does portability mean when referring to estate planning […]
