1658 Cole Blvd., Building 6, Suite 200, Lakewood, CO 80401
4582 S. Ulster St., Suite 103, Denver, CO 80237
Call Us: (303) 670-9855
Email: info@dslawcolorado.com
Grandparents often love the opportunity to shower their grandchildren with gifts. In most cases, these gifts are given on holidays and birthdays and commonly consist of an item that may have been at the top of their grandchild’s wish list. However, as you are discussing your client’s Continue reading
Life can get hectic for parents when the school year starts. Parents often juggle many different responsibilities, which increase with the number of children they have and activities the children participate in. Most parents feel like they need to be in five places at once!
When a person dies, what happens next depends on whether the deceased person had any foundational estate planning documents such as a last will and testament (otherwise known as a will) or trust, who their living relatives are, and their relationship to the person who died. If the Continue reading
With the income tax return filing deadline just around the corner, many clients are looking for ways to save on their tax bills. While options for clients to save on last year’s taxes are limited, now is a great time to discuss strategies to help clients reduce their income and Continue reading
The rate of inflation has reached a historic high, but it has also created estate planning opportunities that some of your clients may not have anticipated. Both the annual gift tax exclusion and the lifetime gift and estate tax exclusion amounts are adjusted for inflation each year, Continue reading
The IRS recently issued a new procedure (Revenue Procedure 2022-32) that extends the time an estate has to elect portability to five years after the decedent’s date of death. Since portability is probably not top of mind for you or your clients, let us take a minute to review what Continue reading
Managing the Client’s Affairs
Although Batman, Captain Marvel, or Black Panther may be your favorite superhero, your clients must choose their own real-life superhero to come to their rescue when they can no longer manage their own affairs. Both you and your clients want to ensure Continue reading
For over a quarter of a century, the National Safety Council has recognized June as National Safety Month. An objective of National Safety Month is to raise public awareness of the top safety and health risks in the United States. One of the lesser-known but considerable risks Americans Continue reading
The month of May means not only the end of the school year and the beginning of summer but also the beginning of the busiest moving season of the year. That’s why May is National Moving Month. Your clients have a lot to think about when moving: along with organizing and packing up Continue reading
We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in case one of our Continue reading