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

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

I Have A Trust, Now What

So you’ve established a Trust. You’ve named the Beneficiaries and the Trustee. You’ve also signed all the paperwork. Now that you’ve checked all the boxes, where do you go from here? What is a Trust? Trusts are a form of fiduciary relationship where one party (the Grantor; see below) gives a second party (the Trustee; … Read More

Responsibilities Of A Trustee

When you are working on your estate plans and setting up trusts, there are many details you need to be aware of. Not only do you need to select the right trustee to administer your trust, but you must fully understand the responsibilities of a trustee so you can make an educated decision about who … Read More

Who Needs A Trust?

Trusts are one of the best estate planning tools available for those hoping to ensure their assets are passed onto their beneficiaries as intended. However, it may only sometimes be clear whether setting up a trust fits in with your estate plans and financial goals. When unsure whether a trust is appropriate or needs help … Read More

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