Many creditors take an aggressive approach after the death of a loved one. As a personal representative, be cautious. Depleting an estate’s cash to pay these “squeaky wheels” can cause trouble down the road.Because you may only administer an estate...
Compassion, talent and dedication:
guiding colorado families and Their Trusted Advisors During Times of Need
Month: December 2017
It is hard to believe that scam artists would be targeting elderly individuals over the holidays, but that is what happens. This blog post comes from a Facebook news feed story.In the story, a 78-year-old grandmother received a call from someone claiming to be her...
Colorado does not have a state estate or inheritance tax. On the federal level, however, the estate tax is 40 percent. It only kicks in for large estates with a gross value of more than $5.49 million.An analysis by the Tax Policy Center found that about 11,310 estates...
Creating a catchy title for federal legislation must be its own niche on Capitol Hill. The aptly named Senior$afe Act must have been coined by a financial planner.It begins to answer the question of how we reduce senior financial fraud. Brokerages and financial...
Retirement accounts, life insurance and annuities are probably not controlled by provisions in your will. Why is this? These types of accounts and any other designated “payable on death” or “transfer on death” automatically pass to a named...
Co-Counsel Services for
settling of Personal Injury and Divorce Cases
Important intake forms
Prepare for your Meeting
Our Elder Law & Estate Planning Blog
Read Weekly Updates
Join our mailing list
Sign up here