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Blog Posts in Estate Planning

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  • Can Gifts Be a Tool for Estate Planning?
    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. If the amount of a person’s gifts exceeded the $15,000 annual gift ...

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  • The Colorado Uniform Trust Code
    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 CUTC replaced provisions of Colorado’s probate code that governed the ...

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  • The Benefits of Estate Planning
    The Benefits of Estate Planning

    One of the best things you can do for yourself and your family is create an estate plan. Many people assume that estate plans are only for the rich, but the reality is that anyone, regardless of their ...

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  • What Are the Benefits of Having a Will?
    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 a will in place, especially since a will can do far more than simply ...

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  • What is the Difference Between a Will and a Trust?
    What is the Difference Between a Will and a Trust?

    Trusts and wills are often confused with one another or used interchangeably. However, these two forms of estate planning are actually quite different. Depending on your needs, goals, and personal ...

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  • Estate Planning Tips for Those Who Have Young Children
    Estate Planning Tips for Those Who Have Young Children

    When you have children, you want to ensure they have the best possible future, even if you cannot be around to care for them. One step you can take to accomplish this is through estate planning. ...

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