Posts in Estate Planning

Aug 17 When is the Right Time for Estate Planning?

Whether you’re in your prime, you’ve just started a family, or you’re about to enter retirement, you can benefit from estate ...

Aug 03 An Easy Guide to Estate Planning

Estate planning is often one of those things that don’t seem urgent until it’s too late. In general, people don’t want to think ...

May 18 What Is a Durable Power of Attorney?

Powers of Attorney are legal documents that are often part of an estate plan although they can be used independently. What is a ...

Feb 28 Can Gifts Be a Tool for Estate Planning?

The Gift Tax Exemption Under federal tax law, a person can exclude gifts amounting to $15,000 from their taxable income each year. ...

Jan 31 The Colorado Uniform Trust Code

In 2018, the Colorado General Assembly passed the Colorado Uniform Trust Code (CUTC) , which took effect on January 1, 2019. The ...

Nov 13 What Are the Benefits of Having a Will?

Estate planning is not only for the rich and famous. Anyone, regardless of the number of assets they have, can benefit from having ...