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Estate Planning has Begun for Exemptions Expirations on the Front Range

The clock is ticking on the expiration, or sunset, of the 2017 Tax Cuts and Jobs Act, which nearly doubled the lifetime estate and gift tax exemption from its previous levels.
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Extended Family Group Camping By Lake

Unraveling the Mystery of Trusts: What Your Fort Collins Estate Planning Attorney Wishes You Knew

Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
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Planning for the unknown with purpose and intention.

Estate Plans and the Rising Need For Elder Law and Advance Care Planning as We Age

Elder law attorneys help seniors protect their life savings for future generations and plan for long-term care by empowering individuals to navigate the journey of aging with dignity, security, and peace of mind.
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Senior living accommodations and the need to plan wisely

Why Estate Planning Matters for Baby Boomers’ Senior Living Accommodations

Strategies like living trusts and irrevocable trusts help baby boomers protect wealth, support independence and senior residence preferences, and plan for Medicaid approval requirements.
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The Surprising Ways Trusts Future-Proof Your Estate Plan in Colorado, Providing Flexibility and Intention

In a season of economic unease, inflation, and changing state laws, strategies like trusts, trust protectors, and a clear purpose statement in your estate plan ensure that your assets and values transfer according to your wishes.
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Senior grandparents playing with grandchildren and having fun with family Cognitive Decline Elder Care

A Well-Rounded Estate Plan Addresses Cognitive Decline For Colorado Residents

We explore the critical importance of addressing cognitive decline in estate planning to safeguard assets and ensure intended inheritance.
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When a loved one dies

What Do I Need to Do When a Loved One Dies?

It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
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Communication is Key in Generational Estate Planning

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.
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Here’s Why You Need an Estate Plan

No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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