Common Pitfalls Surrounding Estate Planning

May 16, 2018

There are several pitfalls and misunderstandings that people can fall prey to while estate planning that can negatively affect the outcome of their parting wishes. In this blog, we’ll visit a few of them and see how they can adversely affect your estate planning mission. Do Wills Mean You’ll Avoid Probate? Wrong! Having “only” a…Read More

How New Inheritance Tax Laws Will Save You Money

January 11, 2018

A New Federal tax overhaul signed into law on Dec. 22, 2017, which touches every area of the economy, has some good news for those passing down or inheriting money, especially those with a lot of money. We all know taxes will go up for the rich, but there are certain areas that will help…Read More

Firm News: Attorney Kate Shafer Becomes Partner

January 4, 2018

Kate Shafer, Attorney

The Partners are pleased to announce that on January 1, 2018, Kate Shafer became a partner in the firm. Kate began her employment as an Associate in November of 2012. We are excited that Kate has accepted our invitation to be a Partner and look forward to a long and prosperous relationship. Please take an…Read More

Estate and Continuity Planning for Business Leaders

October 13, 2017

Let’s say you own your own business, and you are nearing the end of your career, and you want to jump off at some point to retire, but you really haven’t done anything in the way of planning your exit. And, you want to make sure that you leave the company pointed in the right…Read More

Prince’s Intestate Death: How No Estate Plan Created Chaos

October 13, 2017

If we’ve learned anything from the musician Prince’s passing back on April 21, 2016, it’s how much disarray he left for his siblings, a possible love child, and subsequently the Minneapolis court system by not leaving behind a well-prepared estate plan – not even so much as a napkin with names and bequeathed fortunes on…Read More

Top 5 Estate Planning Errors & How to Avoid Them

August 31, 2016

Making mistakes in the estate planning process can cost you, as well as your loved ones, in a big way. To help you avoid these unnecessary (and possibly expensive) errors, here is a list of the most common estate planning mistakes to steer clear of when you are serious about protecting your loved ones and…Read More

Top 3 Essential Devices to Include in Your Estate Plan

August 20, 2016

Creating an estate plan is crucial to protecting your legacy, your estate, and your loved ones – regardless of what tomorrow may bring. While the best estate planning features for you will depend on a number of factors (like the nature of your assets, who your beneficiaries are, and what exactly your wishes are), the following…Read More

Tips for Giving the Right Way Via Estate Plans

August 10, 2016

When planning your estate, it’s very important to consider all the aspects of your bequeathed heirs, so that you properly channel them the assets you want them to have without harming them in the process. Take for instance a disabled adult successor that you want to bequeath a home property to. If that person lives…Read More

When Should I Draft A Will & How Do I Get Started?

July 31, 2016

As soon as possible is the short answer. The reality is that having a will in place now can protect you, your family and your estate tomorrow (and at any point in the future), providing invaluable peace of mind. How to Start Drafting a Will & Creating an Effective Estate Plan: FAQs To help you get…Read More

4 Factors that Can Complicate Colorado Probate

July 20, 2016

Probate is notorious for being a complicated, involved and, at time, costly process. While comprehensive, up-to-date estate plans and wills can help loved ones minimize future probate obligations (and reduce the related costs), there are a number of factors that can have the opposite effect – making the probate process more complicated and drawn out. Here’s…Read More