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Proactive steps in planning your estate

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Proactive steps in planning your estate

“There is no time like the present” is an oft-used phrase that applies to estate planning. Starting the process of drafting a will or establishing a trust is not exclusive to the older generation. The sooner you start, the more peace of mind you will have for taking...

Miller trusts and Medicaid planning 

A comprehensive approach to estate planning often includes Medicaid planning. When planning for a time when one needs long-term health care, Medicaid planning can help pave the road to coverage. However, what happens if a person is disqualified because their income is...

2 types of guardianships in Colorado

As your parents get older, medical issues may arise that you are not ready for. You may see a decline in mental health or physical ability. Although it may not be something you want to think about, you may not have much time left with them.  Do you want to help them...

Intestate succession in Colorado

Most people in Colorado likely do not look forward to engaging in the estate planning process. Even still, many also assume that all local residents who pass on leave behind a will dictating the dispersal of their assets. Yet that is not the case. Indeed, according to...

3 estate planning steps to take as a new parent

Part of the joy of adding a new baby to the family is thinking about everything you intend to share with your child in the future. However, as difficult as it may be, you also have to think about and plan for a future in which you are not present in your child's life....

Planning for estate taxes

As Colorado residents get deeper into the estate planning process, they begin to notice those opportunities to minimize expenses that might face their estate upon their death. These include creating plans to settle liabilities and avoid the probate process. Many,...