Using life insurance and charitable trusts to minimize your estate tax burden
Some advantages of nonprobate transfers
Executing a financial power of attorney is part of good estate planning
Estate planning is not just for tax planning purposes
Estate planning shortcuts can lead to headaches
Personal Representatives See That Estates Are Settled
Frozen Embryos and Sperm Causing Estate Planning Challenges in Colorado
Basic Colorado estate planning documents explained
Using Advance Directives to Designate Your Health Care Preferences
33 Things a Business Planning Attorney Can Do For You
Latest Issue of Newsletter for CARePlan Clients
Karen Brady Quoted On Selling Your Business
11 Reasons to Fund a Family or Credit Shelter Trust Rather Than Elect Portability Among Spouses
Sale of Residence After Death of Spouse
There are special income tax considerations when the surviving spouse sells the family home, especially if some or all of the real estate was held in a trust. Click on this link to learn more.
Benefits of Lifetime Protective Trusts
As part of our wealth reception approach, we often advise clients to leave their assets to their family in the form of a lifetime protective trust. Here's a brief description of what that means for them in terms of asset protection, taxes, and more.
Business Backers(TM) Newsletter -- Stock Options for Employees
Impact of Estate Tax "Repeal"