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Blog Posts in Estate Planning

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  • When is the Right Time for Estate Planning?
    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 planning. Naturally, thinking about what will happen to your assets and ...

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  • An Easy Guide to Estate Planning
    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 about making decisions associated with the end of their life. It’s a ...

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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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  • 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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