Essential Tips and Mistakes to Avoid in Estate Planning
Estate planning is crucial to protecting your family, your future and your finances. With proper estate planning, you can be assured that your wishes will be met if you become unable to make decisions regarding your health and finances and that your assets are...Do You Need a Trust?
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 and can often be...Probate in Colorado: What You Need to Know to Protect Your Family, Your Finances and Your Future
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. Regardless of your...Breaking Upward #11: Wills and Trusts With Attorney Jacob Castonguay
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...Breaking Upward #5: Congress Eyes Reduced Estate Tax Exemption, Targets Grantor Trusts, With DeDe Jones
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...Connect with us on social media
