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Estate Planning Archives

Determining if you can and should contest a loved one's will

There can be a lot happening in the days and weeks following a loved one's passing. There may be calls to make and a funeral to arrange; people are coping with grief and loss; there may be traveling and moving to coordinate.

Is my parent mentally incapacitated?

Watching your parents get older can be upsetting, particularly when they get ill or begin to lose capabilities and independence. And as their children, it may not always be clear how we can help them or whether they even need help in the first place.

Estate planning in light of a serious illness

We can hardly turn on our phones, computers or TVs without being inundated with information on the novel coronavirus, or COVID-19. Understandably, people are concerned - especially people over the age of 60 and those with serious chronic medical conditions, as these groups can experience more severe symptoms. 

4 reasons your will could cause problems for loved ones

Every adult should have a will as part of their estate plan. Unfortunately, creating a comprehensive will is not a priority for most people. Many people simply put it off or they assume that having a standard, generic will in place will suffice.

Irrevocable trust as an estate planning option

In addition to creating a will, many Colorado residents find that creating trusts may be in their best interests. The will does direct how the individual wishes his or her assets to be dispersed; however, a trust may provide increased benefits such as minimizing estate taxes and shielding assets from creditors. In some cases, adding an irrevocable trust as part of one's estate planning portfolio is desirable.

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