Business owners often think about passing along the business itself, but some of the most valuable assets are easier to overlook. A complete estate plan should account for more than ownership alone. Here are three assets you should not leave out when reviewing your...
Estate Planning
How to choose a guardian for your minor children
Choosing a guardian for your minor children can feel like the hardest part of estate planning because it forces you to imagine a future no parent wants to face. You are choosing the person who may guide your child through grief, daily routines, school decisions and...
3 challenges that made it hard to discuss your will with family
Planning for the future is never easy, especially when it involves conversations about what happens after you are gone. If you have been putting off discussing your will with your family in Colorado, you are not alone. Many people struggle with this important...
3 ways writing a will in Colorado can support your family
When you think about estate planning, you might wonder how creating a will could benefit those you care about most. In Colorado, taking the time to draft a will may provide meaningful support for your family during difficult times. Providing clarity during a difficult...
The 5-year countdown: Is your business ready for your retirement?
Five years might feel like a long runway, but in the world of legacy planning, it is the critical “golden window.” This is the period where retirement transitions from a distant thought to an exciting reality within reach. For a Colorado business owner, these final...
Can you leave your vacation home to your children in a trust?
You may wish to preserve your vacation home within your family, wanting your children and their families to enjoy the property for years to come. This may prompt you to consider whether a trust can accomplish that objective. In Colorado, trusts can hold real estate,...
Future-proofing: 3 ways you can protect your newborn
Welcoming a baby into your life brings immeasurable joy, but it also comes with a new set of responsibilities. As a new parent, you naturally want to protect your baby from harm, not just physically but also financially and legally. Planning ahead can give you peace...
Can a will and a trust work together in Colorado?
If you live in Colorado, you may be wondering whether a will, a trust or both could help protect your family and assets. These tools often work together to create a more comprehensive plan. Each document serves a distinct purpose, and when used together, they protect...
Executor vs trustee: What is the difference?
In estate planning, you might have heard of the terms “executor” and “trustee.” While both are a bit similar, these positions play a significant role in managing your estate and assets. Understanding the distinction between the two is the key to ensuring your estate...
3 strategies to safeguard your legacy for your grandkids
As you plan for retirement, your thoughts may turn to your family’s future. For many grandparents, protecting their life’s work and helping their grandkids succeed are top priorities. Estate planning lets you pass on your hard-earned assets with intention. Here are...