Personalized Estate Planning Services
Your military pension, Thrift Savings Plan (TSP) and survivor benefits follow federal rules. Your Colorado home and other privately owned property do not. If you retire outside Colorado but keep real estate in Colorado Springs, you may need a separate plan for those...
For many people, shifting from the demands of raising a family to long-term futures is a highlight of growing old. When your children become adults and move out of the house, the priorities of your estate planning needs may shift. Your estate will focus more on the...
As a retired military member in Colorado, your financial picture looks different from most civilians. You have a pension, survivor benefits and possibly assets built across multiple duty stations. Standard estate plans are not built with any of that in mind. That is...
You want to help causes you care about while also reducing your tax bill. Most people think charity means writing checks during their lifetime. However, special trusts let you support charities, get tax breaks and keep some control over your money. Colorado residents...
If you served your country and now call Colorado home, you have earned access to support that can make a real difference in your life. But navigating Veterans Affairs (VA) benefits and Medicaid at the same time may become a challenge. This guide covers how you can...
Building a life with a new spouse while honoring commitments to your children from a previous marriage requires thoughtful planning. However, because of your blended family, a standard estate plan may not be enough to meet all of your wishes. This article explains how...
Your family member deserves to live with dignity and safety even when mental health needs make their daily life difficult. Many elderly people in Colorado struggle to manage their personal affairs or make sound financial decisions because of mental illness. It’s...
When elderly parents are living with dementia or Alzheimer’s, crafting or revising their estate plan and/or long-term care planning documentation requires special care and attention to better ensure that their needs are met and their wishes are respected. In...
Drafting a will safeguards your intentions and provides clarity for your loved ones. Yet, common missteps can diminish its effectiveness or generate unnecessary complications. These oversights are avoidable with some foresight and planning. Here are five frequent...
Probate seems like a straightforward process, but the costs associated with it can surprise you. While many people think of probate as just paperwork and legal formalities, it involves much more. Hidden expenses can add up quickly, so understanding them is important...