Vincent, Romeo & Rodriguez, LLC
Denver Metro Office 303-500-5859
Boulder County Office 303-720-7260

June 2016 Archives

Fiduciary duties as a trustee can be daunting

If you have been newly appointed as the trustee of an estate, you have a fiduciary duty to uphold the grantor's wishes when it comes to distributions and investments. The Colorado Fiduciaries' Powers Act sets out more guidelines than just the terms of the trust and those deemed as appropriately necessary to carry out the wishes of the trust.

Looking beyond estate planning to your care plan

Growing old brings many realities to the table that you may have never considered in your younger, healthier days. Sometime after your first scare, whether it was a small fall that did major damage or a common cold that landed you in the hospital, you may now have decided to open the door to your future and are ready to explore what tomorrow looks like in terms of elder care and what happens to your estate once you are gone.

How do I deed my house?

For many of us, our home is our most valuable asset. And whether we anticipate our heirs will sell it or live in it, we likely have at least a basic desire for what should happen to it upon our death. There are a couple of options before you when it comes to leaving your home to someone else. There are wills, and there are trusts, but what about simply putting the words in your home's deed? How do you go about that?

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Louisville Office
1805 Hwy. 42
Suite 100
Louisville, CO 80027

Phone: 303-720-7260
Fax: 303-604-6052
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Englewood Office
5460 South Quebec Street
Suite 333
Englewood, CO 80111

Phone: 303-500-5859
Fax: 303-723-8814
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