Beneficiary designations on pay-on-death accounts – life insurance, 401(k) or Roth retirement funds and saving/checking accounts – are too often ignored.Upon purchasing a life insurance policy or setting up a Roth, your loved one probably listed a...
More Than 20 Years Of Serving Colorado Families And Businesses In Times Of Need
Month: April 2018
Two years later still interpreting Prince’s wishes
Hard to believe as it is, the artist passed away two years ago in April 2016. In the meantime, his home at Paisley Park has been turned into a public museum. And his $100 to $300 million-dollar estate is still being fought over by a sibling and half-siblings.In his...
What is the top threat to an inheritance?
A poll by TD Wealth asked attorneys, trust officers and accountants this very question. Their answer was family conflict - nearly half were on the same page that this is the biggest threat.Modern families come in many shapes. Blended families may include children from...
Medicaid eligibility income and asset limits in 2018
When a family is spread out across the country with parents in Colorado and children in Boston and San Francisco, who provides additional care for mom and dad? When is it time to investigate assisted living or nursing home options? For these types of families, it...
Business succession considerations for Colorado business owners
At our law firm, we provide estate planning and asset protection advice to clients in a wide variety of personal and business circumstances. When a client is a business owner, establishing a carefully thought out business succession plan is a key part of the process....
Harper Lee estate unhappy with characters in Broadway adaption
Artistic license, the scope of contract provisions and how Calpurnia would have acted are all involved in the dispute. If the parties cannot resolve their disagreements, it could delay the stage opening of "To Kill a Mockingbird."While she was still living, Harper Lee...