Call Us: (303) 670-9855

1658 Cole Blvd., Building 6, Suite 200, Lakewood, CO 80401
7887 E. Belleview Ave, Suite 820, Denver, CO 80111

Call Us: (303) 670-9855

1658 Cole Blvd.,Building 6, Suite 200
Lakewood, CO 80401
7887 E. Belleview Ave, Suite 820,
Denver, CO 80111

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5 Mistakes Made by Successor Trustees (and How to Prevent Them)

When establishing a trust in Denver, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be: Someone you trust implicitly. Someone who is...

Stress Test Your Estate Plan

So you’ve done the hard work of establishing an estate plan. However, you still have serious work to do to ensure that the strategy you’ve selected will maximize your peace of mind and protect your legacy. Estate plans are living, breathing creations. Your life can...

Proposed Treasury Regulations Will Limit Discounting

Bottom Line: If you like jumping right to the punchline, this post serves as an alert that in order to save gift and/or estate taxes to which you may otherwise become subject, making some gifts over the next four months would be highly recommended. For details, please...