At our law firm, we provide estate planning advice and services to Colorado clients at all levels of wealth, but for those at upper tax brackets, it is important to evaluate if and how federal gift and estate taxes could impact choices to make lifetime gifts as well...
More Than 20 Years Of Serving Colorado Families And Businesses In Times Of Need
Year: 2018
What to consider when gifting appreciated stock?
Investing in individual stocks can diversify your financial portfolio. Warren Buffett’s four principles are to look for shares in a business you understand with good long-term prospects, operated by competent and honest people and at an attractive price.This...
Powers of an agent under a Colorado power of attorney
In the past week, we have talked about the power of attorney as a component of your estate plan, including what to look for in choosing your agent and his or her legal duties. Today, we will discuss the kinds of powers and responsibilities you can delegate to your...
What to consider in choosing an agent under a power of attorney
Today we continue our discussion of the financial power of attorney in Colorado estate planning. Specifically, we will touch on what is important to consider as you decide whom to name as your agent. For many people, a spouse, other family member or close friend...
The role of a power of attorney in your estate planning toolbox
At & , LLC, we sit down with Colorado clients to learn about their concerns and goals for financial security during their lives and the financial protection of their loved ones now and into the future. Under...
Charitable giving and legacy planning in an estate plan
Philanthropy is a part of our culture. Last year, it surged past the $400 billion mark for the first time. According to the Giving USA Foundation, a 5.2 percent year-over-year increase resulted in charitable organizations receiving about $410 billion. While the...
The role of the guardian ad litem in Colorado court proceedings
At our Colorado law firm, our attorneys act when appointed by courts throughout the state as guardians ad litem in court proceedings involving vulnerable individuals like children, people with intellectual disabilities and incapacitated persons of any age, including...
Personal service requirement in guardianship proceedings
The Colorado probate courts can expedite guardianship proceedings in emergency situations. In these cases, the emergency guardian appointment cannot last more than 60 days.A temporary (emergency) guardianship can be converted to a permanent guardianship, but service...
The living trust as a Colorado estate planning tool
At our law firm, we use a full range of estate planning tools to customize estate plans for the needs and goals of everyone we represent. One important tool to have in the toolbox is the revocable living trust, called an RLT for short. The main reason people use RLTs...
Who makes decisions when a disabled child turns 18?
Developmental disabilities exist across a broad spectrum. Diagnosis may occur at birth or with failures to hit benchmarks in the first years. In other instances, it may take until adolescence or even early adulthood for such a disability to become apparent. Autism in...