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Providing full-service, comprehensive estate and business planning for more than 21 years.

Articles & Publications

“Portability” is good news for avoiding estate taxes

Estate planning in your later years

Four questions about living trusts answered

4 things to know about estate planing for unique families

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 Care Plan Clients

Karen Brady Quoted On Selling Your Business

11 Reasons to Fund a Family or Credit Shelter Trust Rather Than Elect Portability Among Spouses

The importance of succession planning for your Colorado family business

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”

Guardianship and conservatorship of vulnerable adults in Colorado