Unclaimed Property in Colorado

Do you, or loved ones, have unclaimed property in the State of Colorado?  
Any Colorado resident that has lost track of a bank account, stocks, bonds, abandoned safety deposit boxes or a retirement account; misplaced a rebate check, paycheck from a business; or even your Colorado State tax rebate; the bank, business or State agency is required by law to file a report and forward those assets to the Unclaimed Property office of the Colorado State Treasurer. (more…)

How to Keep Your Kids From Ruining Your Retirement

They call it the “boomer boomerang” – adult children of retiring baby boomers who continue to rely on their parents for their financial needs.  Unfortunately, continuing to support grown children can have a significant detrimental effect on boomers’ savings and retirement plans, according to a Wall Street Journal article yesterday. (more…)

Cohabitation Complexities

(Also applies to prenuptial and married couples)
More couples are living together without being married than ever before in our nation’s history. You probably know couples in this situation.  You might believe that this could never happen to me. I was married for 40 years when my wife died after a short illness. (more…)

Celebrating My “Twentieth Anniversary” – Be Ready

June 2nd,   is a memorable date for me.  On that evening twenty years ago, I was driving home from work in Fairfax County, Virginia in my cool 1990 Nissan 300Z. (1990 was the last year before mandatory air bags.) My wife and two young children were waiting for me to share dinner. (more…)

Thinking About Gifting to the Next Generation

By Keith L. Davis

As the New Year begins and estate and gift tax uncertainty continues, I think it’s a good time to take a moment and reflect on the social benefits of family gifting rather than just the tax exemption aspects of gifting. (more…)

Medical Advocacy – It Could Save a Life

Speaking up for yourself in the healthcare system is not always easy.  But it is your body after all, so why is speaking up so hard?  “I don’t want to question the doctor.” “I assumed my doctors all talked to each other.” “The pharmacy gave me the medication, so I didn’t worry.” “I wanted to ask, but I felt intimidated.” “The hospital has all my records from last time.” (more…)

Estate Planning: A Poignant Portrait of a Father’s Final Gift

A Forbes.com post by a reader whose father had recently passed away is a poignant tribute by a daughter to a father who left her with a lasting legacy of love through careful estate planning.  In the post, she shares what her father did to make his passing easier on her and her brothers: (more…)

How To Bullet-Proof A Child’s Inheritance

In this time of frequent divorce and economic uncertainties, asset protection has become a hot topic.  During the past several years, many seminars, attracting increasingly larger audiences, have promoted the use of various sophisticated asset protection vehicles. (more…)

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