Say you're a 30-year-old professional. Should you have an estate plan? Say you're a 45-year-old who has been working for a long time and has accumulated quite a few assets. Should you have an estate plan? Say you're 60 or 65, and you know that you only have about 15...
More Than 20 Years Of Serving Colorado Families And Businesses In Times Of Need
Month: January 2016
Defining some of the more complex terms in estate planning
As we have written about time and again, estate plans are incredibly important. They are also very complicated, with a lot of moving parts and terms that many people don't know or understand. Because of this, putting together an estate plan is an intimidating task...
Two key reasons why an estate plan is important
Imagine if you are a beneficiary or heir to one of your parents' estate. When the unfortunate time comes and they pass away, you are eventually sat down by an attorney that works on behalf of your deceased parent. That attorney informs you that your parent didn't have...
Is it difficult to transfer wealth and assets to a living trust?
We have talked about trusts quite a bit in the past, and one of the more common (and important) types of trusts is called the "living trust." A trust is an arrangement between the grantor, a trustee and a beneficiary. The grantor gives wealth, assets and/or property...