Estate Planning Blog

Denver and Fort Collins Estate Planning

Peace of mind for you and those left behind

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.

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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.

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estate planning
Estate Planning

Estate Planning Actions to Consider before 2020 Ends

If you have not already been inundated with invitations to webinars, articles and newsletters regarding  estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.

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Avoiding Estate Planning Mistakes
Estate Planning

Avoid Estate Planning Mistakes

These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.

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