Estate Planning Blog

Denver and Fort Collins Estate Planning

Peace of mind for you and those left behind

Are Lower Prescription Drug Prices Coming Soon?

Medicare would tie what it pays for some medications administered in doctors’ offices to the lowest prices of these drugs in some overseas countries under one of two new regulations the U.S. Department of Health and Human Services (HHS) released on Friday.

Read More »

Your Job as Executor, Agent or Trustee

Has a family member or close friend asked you to serve as their executor, trustee or power of attorney? If you accepted the responsibility, do you know what this entails? Have you been given a copy of the documents you were named under? Do you know when you would begin serving in these roles? These are all important questions to ask or consider.

Read More »

Should a Husband and Wife have Separate Trusts?

In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.

Read More »
Long-Term Care
Elder Law

How Do You Ask Parents about Estate Planning?

Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.

Read More »
Subscribe

Get Started Now

Our Client Success Stories

Plan Ahead Now

Book a Phone Call