by beth | Feb 1, 2024 | Estate Planning, Trusts
By Beth Andersen-Filson A common question in estate planning is whether you need a trust or if a will alone suffices. In Colorado, a will alone is often sufficient. Unlike some other states, Colorado has a relatively simple probate process. It is not overly onerous...
by beth | Jan 31, 2024 | Divorce, Estate Planning, Finances, Insurance, Podcast
While initiating or going through a divorce, updating your insurance — including home, auto, life and business — is crucial. On this episode of “Breaking Upward,” host Beth Andersen interviews insurance expert Melissa Dahlman-Babers who weighs in on what you need to...
by beth | Dec 1, 2023 | Estate Planning, Living Wills, Probate Court, Trusts, Wills
By: Beth Andersen-Filson Whether you are ready to plan for the future by getting your estate planning in order or have found yourself the executor — in Colorado known as the personal representative — of an estate, it’s important to know the ins and outs of probate....
by beth | Jun 6, 2023 | Estate Planning, Finances, Living Wills, Podcast, Trusts, Wills
On this episode of “Breaking Upward,” host Beth Andersen and her guest, attorney Jacob Castonguay, discuss wills, trusts, living wills and more. Everyone wants to take care of their family, even after they’re gone. That’s why Beth and Jacob decided to share...
by beth | Feb 14, 2022 | Caregiving, Dementia, Estate Planning
By: Beth Andersen When we visited my father Lyle Andersen at a life care center in Bozeman, Montana, in late December 2021, we did not know that within a day or so we would receive a call that he had gone into hospice. I did not know it would be the last time I saw...
by beth | Nov 3, 2021 | Estate Planning, Podcast, Trusts
By: Jacquelyn Gutc In our latest podcast “Breaking Upward,” Beth Andersen and DeDe Jones, CPA and certified financial planner, discuss trusts, estate planning and CRITICAL PROPOSED CHANGES to federal estate and gift tax law, which may affect you. Proposed tax changes...