Estate Planning

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...

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...

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...

Also known as “Declaration as to medical or surgical treatment” in Colorado, a living will is an estate planning tool that carries the advance directives of an adult’s future medical and end-of-life care. Although most people assume living wills are only useful for...

Remarriage is often a happy new chapter, but it can also make estate planning more complicated. If you have children from a previous marriage and a new spouse, you may worry about how to provide for everyone. Without a clear plan, your family could face confusion,...

Nothing is more frustrating that finally taking the time to get a job done only to find out you did it wrong. The time and effort spent seem like a waste and the mistake may have left you with an even bigger mess to deal with. This can happen for those who are not...

The good old pen and paper always seem reliable, especially when you want to keep important details to yourself. You might even have a handwritten will already written, tucked away somewhere. But is it legally valid in Colorado? What is a handwritten (holographic)...

You’ve worked hard to build a life you’re proud of. Naturally, you want to protect what you’ve earned and make things easier for your loved ones.  If you live in Loveland or the surrounding area, you might have considered handling your estate planning by yourself....

Testators establishing estate plans often enjoy contemplating how an inheritance may benefit their loved ones. They might picture their grandchildren paying off their student loans or using their inheritance as a down payment for a home, for example. Many people...

Many people begin estate planning because they want to protect their loved ones. For others, concern about their resources could inspire them to create or adjust an estate plan. Those who have started, purchased or inherited a business or professional practice may...