Let's Get to Know Each Other Our first meeting is an opportunity for us to get acquainted, review the process so you are comfortable, and to discuss your goals for estate planning. Think of it as telling your story and more is always better because … [Read More...]
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What Documents do I Need?
Will- A will disposes of your property at your death. Personal Property Memorandum- Allows you to choose to whom your tangible personal property will go at your death. Financial Power of Attorney- Allows your agent to make financial … [Read More...]
Will vs. Trust?
A Will and A Living Trust Are Similar... Both a will and a living trust will allow you to plan for the distribution of your estate. However, there are important differences between the two. It is also important to note that a living trust will … [Read More...]
What You Need to Know About Probate
What Can Probate Do For Me? Most clients have negative misconceptions regarding the probate process and focus on probate avoidance as a main estate plan objective. However, the probate process in Colorado is streamlined and relatively efficient. … [Read More...]
How Will Debt and Taxes Affect My Loved Ones?
What Happens When You Leave Behind Debt? After you pass away your debts will become the responsibility of your estate, which includes everything that you owned at the time of your death. Your personal representative will use your assets to pay off … [Read More...]
Business Succession
Make A Plan To Ensure Your Business Succeeds Family owned businesses are a large part of small businesses today and have a large impact on the economy. It is important to plan for business continuation to the preserve hard earned legacy created … [Read More...]
What’s Your Why?
I Want To Protect My Kids
Safeguard What Matters Most As a parent your first instinct is to want to protect your kids and keep them safe. Parents wish to be invincible, and with planning you can prepare for the unforeseen and provide for your kids future. Implementing an estate plan is an invaluable way to protect your loved ones, including kids, providing for both their short and long-term … [Read More...]
Give the Gift of Planning
Your Loved Ones Will Thank You Looking back at a life well lived will bring back many memories filled with friends, family, love, and laughter. More than providing for your loved ones with tangible items the greatest gift that you can give is to encourage family to remain family. Often emotions run high after a loss with many decisions to make resulting in families … [Read More...]
Business Survival
Plan For Continued Success Long hours and sleepless nights are all worth the price of admission to being a successful entrepreneur. Whether you are planning to go public in a couple of years or will spend a lifetime growing your business, proper business succession planning plays an enormous role in leaving a legacy to loved ones and insuring the continued success of … [Read More...]