Chayet & Danzo, LLC

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Compassion, talent and dedication:
guiding colorado families and Their Trusted Advisors During Times of Need

How do you maintain your estate plan

  • Leave a list for your family specifying location and explaining the following items:
    • Name, address, and phone numbers of your clergyman/rabbi, attorney
    • Will, trust, living will, and power(s) of attorney
    • Birth and marriage certificates
    • Records of business and investment interests
    • Contracts (including installment purchase agreements)
    • Account numbers for checking, savings, and credit union accounts
    • Social Security, IRA, and pension plan numbers, and the administrator or contact person, accountant/tax preparer, physician(s), stockbroker, and insurance agent(s)
    • Burial or cremation preferences
    • Safe deposit box and key, checkbooks/passbooks
    • Registration and proof of ownership for vehicles
    • Real estate deeds, title policies, closing statements, mortgages, record of debts besides normal monthly bills
    • Income tax returns
    • Mortgage payments, tax receipts and leases
    • Stock certificates and bonds (plus records of cost and date of purchase)
    • Records of loans, credit cards, and charge accounts, record of divorce, veteran service and discharge records
    • Insurance policies – life, medical, health, disability, property, auto, mortgage
    • Receipts of appraisals of valuables

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Recent Blog Posts

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A person who has assets to pass down to their heirs and beneficiaries can sometimes do that in a will. However, many people opt to use trusts because they can bypass the probate system. The individual who creates the trust can set certain terms for the disbursement by...

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Whether your elderly loved one is living at home or in a nursing home, they are going to be exposed to scams and situations where others try to take advantage of them. Unfortunately, it is not uncommon for the elderly to be taken advantage of, so it’s important for...