Jun 12, 2024 | Estate Planning, Power of Attorney, Trusts, Wills
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...
Feb 1, 2024 | Estate Planning, Trusts
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...
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....
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...
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...
Sep 23, 2019 | Estate Planning, Trusts, Wills
By Kameryn McCollough Many people seek to use estate planning as a way to protect their assets against creditors. While there are ways to create protections using wills or trusts, creditors are still able to reach those assets under certain circumstances. That being...
