Trust and Estate Expertise in Charitable Giving

When you estate plan you are able to dictate who inherits your assets and who will be able to make financial and medical decisions on your behalf. The planning process can be overwhelming, as navigating a will, beneficiary designation forms, durable power of attorney, health care proxy, and a trust can be a whirlwind. Sadly, … Read More

Reverse Mortgages After Death

When building an estate plan, one of the most high-value and sentimentally important assets Is your home. This house may have been passed down for generations, or it may have been a major triumph for you and your family to afford your home.  Because of this, you may consider certain options, like a reverse mortgage, … Read More

Estate Planning for College-Aged Kids

Your child may have recently graduated high school and is now on a new journey as a new adult learning to navigate the world. That means a new level of independence they may not be used to. Unfortunately, that newfound independence may have its drawbacks. Your child may have difficulty navigating certain issues that can … Read More

ABLE Accounts: The Basics

As a person with disabilities or a family member, you already know how difficult it can be to navigate the laws surrounding people with different needs. Earning and saving money can be complex, and many people with disabilities struggle to ensure they are taking the right steps to save money. An ABLE account may be … Read More

Beneficiary Deeds in Colorado

When preparing your estate plan, you may be thinking about the needs of your loved ones. You want to keep the process of getting their inheritance easy, quick, and with as little pain and heartache as possible. Preparing your assets now, not later, means you can focus on making the most of your time with … Read More

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