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Estate Planning Questions Answered

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 […]

Why Do I Need a Living Will?

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, […]

Estate Planning Isn’t Just for the Rich

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 […]

Portability and Estate Planning in Colorado

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 […]