October is Estate Planning Awareness Month and we will be looking at the difference between a Trust and Will. We will also discuss the requirements for Probate here in Colorado, and ways to avoid or minimize the Probate process. Learn ways to manage disability, and other traditional planning tools; and how to implement them into […]

Although there is still some uncertainty as to what the results of the election will be, at this point the implications are that Joe Biden will be the next President. Join us to review what this means with regards to his proposed tax plan and estate planning. Our conversation will discuss the current tax laws, […]

Although there is still some uncertainty as to what the results of the election will be, at this point the implications are that Joe Biden will be the next President. Join us to review what this means with regards to his proposed tax plan and estate planning. Our conversation will discuss the current tax laws, […]

Join us from the comfort of your home/office as we kick off the new year with our first Facebook LIVE event. We will be discussing possible tax law changes in 2021 and will be answering all your questions as they relate to all things estate planning and probate. Grab your coffee, donuts, and questions! Simply […]

For our February Virtual Series, we will be looking at the difference between a Trust and Will, and we will examine other traditional planning tools. We will also discuss the requirements for Probate here in Colorado and ways to avoid or minimize the Probate process. Finally, we will go over asset coordination and how to […]

For our February Virtual Series, we will be looking at the difference between a Trust and Will, and we will examine other traditional planning tools. We will also discuss the requirements for Probate here in Colorado and ways to avoid or minimize the Probate process. Finally, we will go over asset coordination and how to […]

Join us from the comfort of your home/office for our February Facebook LIVE event. We will discuss the details of probate in Colorado including what it is, how it works, and what it means for you and your family. Grab your coffee, donuts, and all your questions! Simply go to our Facebook page – Davis Schilken, […]

Join us for our March Virtual Series where we will be discussing the different types of relationships which include common law marriages, co-habitations, and civil unions. We will be taking a closer look at the ramifications of being in a relationship and your estate planning, pitfalls of “I Love You Wills,” and Colorado’s Elective Share.  […]

Join us for our March Virtual Series where we will be discussing the different types of relationships which include common law marriages, co-habitations, and civil unions. We will be taking a closer look at the ramifications of being in a relationship and your estate planning, pitfalls of “I Love You Wills,” and Colorado’s Elective Share.  […]

Join us from the comfort of your home/office for our March Facebook LIVE event! We will discuss the different types of relationships, the Colorado Elective Share, show you ways to plan for your spouse in disability or death, and things to consider upon separation or divorce. Grab your coffee, donuts, and all your questions! Simply […]

Stay up to date regarding Taxes – Join us from the comfort of your computer for this informative, virtual presentation on 2021 income tax and wealth transfer strategies, the new SECURE Act on qualified plans, Biden’s proposed tax plan, planning opportunities, basis adjustment and capital gains planning. We will also discuss planning strategies to leverage the […]

Stay up to date regarding Taxes – Join us from the comfort of your computer for this informative, virtual presentation on 2021 income tax and wealth transfer strategies, the new SECURE Act on qualified plans, Biden’s proposed tax plan, planning opportunities, basis adjustment and capital gains planning. We will also discuss planning strategies to leverage the […]