Estate Planning

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...

A blended family includes children from previous relationships and often has unique dynamics. Proper estate planning ensures that everyone in the family receives adequate care and prevents potential conflicts. List your assets If you were one of the more than half of...

A will is an important aspect of estate planning, as it ensures the proper distribution of your assets after your death. However, without appropriate planning and consideration, you may accidentally make mistakes that lead to unintended consequences. Whether you are...

Divorce brings profound changes to a person’s life that affect their personal relationships and long-term financial circumstances. These changes can quickly become overwhelming, leading many to forget their considerable impact on their estate plan. Revisiting your...

Writing a will ensures the honoring of your wishes after you pass away. When creating yours, it is important to be aware of potential red flags that might lead to challenges. By being mindful of these signs, you can take steps to create a will that is less likely to...