When does a Colorado probate court appoint a guardian? It is often in crisis after a parent suffers a sudden incapacitating illness or complications following a routine surgery that limit his or her ability to manage personal care.The family may then realize that no...
Compassion, talent and dedication:
guiding colorado families and Their Trusted Advisors During Times of Need
Month: July 2015
Life insurance and many retirement accounts pass outside of a will through beneficiary designations. However, brokerage accounts are different. They are usually one of the estate assets passed to heirs through a will.In our April 21 post, we wrote about transferring...
The CNBC survey found that more than a third (38 percent to be exact) of families with significant assets did not have an estate plan in place. Why is this? In part, it is because even successful and business savvy individuals can conflate estate planning with tax...
Delaware has become the first state to grant an executor (called a personal representative in Colorado) complete access to digital assets. These include email, online photos and documents in a Shutterfly, dropbox or other cloud storage account and social media...
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