Estate Planning

Planning for the future includes making decisions about your healthcare in case you become unable to communicate your wishes. A living will provides clarity and peace of mind for you and your loved ones. In Colorado, this legal document ensures that medical...

Estate planning goes beyond managing assets—it also involves making decisions about your future healthcare. A healthcare proxy ensures your medical wishes are followed if you cannot communicate them yourself. This role carries legal authority to make medical choices...

Including a charitable remainder trust (CRT) in your estate plan provides significant benefits for you, your beneficiaries, and charitable organizations.  CRTs help combine philanthropy with financial planning, offering advantages that enhance both your legacy and...

Long-term care planning addresses the potential need for assistance with daily activities as you age. Including this planning in your estate plan ensures your preferences are honored while protecting your financial future. Deciding whether to incorporate long-term...

Talking about death can feel uncomfortable and even scary. However, having open and honest conversations about estate planning with your loved ones is essential. It provides everyone with peace of mind and ensures your wishes are clear. You can ease into these...

Estate planning involves making important decisions about your assets and your family's future. Many people wonder whether they should include their children in this process. While it may feel uncomfortable to discuss finances and end-of-life wishes, involving your...

A self-directed IRA can be a useful tool in an estate plan, especially for those with different types of investments. Colorado residents who want to build wealth and leave a lasting legacy can benefit from knowing how these unique retirement accounts fit into their...

Family-owned businesses often face challenges when it comes to succession. Without a clear estate plan, future disputes can arise. Establish clear ownership  One effective way to prevent disputes is to define business ownership and roles with an estate plan. When...

As the world becomes more digital, the importance of including digital assets in an estate plan has grown. Digital assets encompass a wide range of items, including online social and financial accounts.  Failing to account for these in an estate plan can lead to...

Single individuals often overlook the importance of estate planning. The misconception that estate plans are only for the wealthy or those with families can lead to significant issues down the line. Creating an estate plan ensures your wishes are respected and your...