SECURE Act Presentation – DTC

Major Tax Law Change – Secure Act The new Secure Act affects IRAs and 401(k)s. This law went into effect January 1, 2020. Because this is important and affects so many individuals immediately, we are providing a series of free Secure Act presentations at both of our offices. *Refreshments will be provided

Virtual Social Series – Checking your Estate Plan

It is important to have all your estate planning documents in place and up to date. We will help you evaluate your estate plan with a unique yes/no checklist.  Our goal is making sure that you understand your plan, and you are comfortable with how it applies to you as well as your loved ones. Join […]

Virtual Social Series – Checking your Estate Plan

It is important to have all your estate planning documents in place and up to date. We will help you evaluate your estate plan with a unique yes/no checklist.  Our goal is making sure that you understand your plan, and you are comfortable with how it applies to you as well as your loved ones. Join […]

Virtual Social Series – Checking your Estate Plan

It is important to have all your estate planning documents in place and up to date. We will help you evaluate your estate plan with a unique yes/no checklist.  Our goal is making sure that you understand your plan, and you are comfortable with how it applies to you as well as your loved ones. Join […]

Virtual Social Series – Relationships and Estate Planning

Our relationships with others change all the time.  People get married, divorced, live together, move out, and more.  This Presentation explores various types of relationships recognized under Colorado law like the marriage process, common law marriage, domestic partnership agreements, divorce, etc.  It also discusses how estate planning laws are affected by our relationships, and how […]

Virtual Social Series – Relationships and Estate Planning

Our relationships with others change all the time.  People get married, divorced, live together, move out, and more.  This Presentation explores various types of relationships recognized under Colorado law like the marriage process, common law marriage, domestic partnership agreements, divorce, etc.  It also discusses how estate planning laws are affected by our relationships, and how […]

Virtual Social Series – Relationships and Estate Planning

Our relationships with others change all the time.  People get married, divorced, live together, move out, and more.  This Presentation explores various types of relationships recognized under Colorado law like the marriage process, common law marriage, domestic partnership agreements, divorce, etc.  It also discusses how estate planning laws are affected by our relationships, and how […]

Virtual Social Series – Your role as a Helper

If you are serving on someone’s behalf in their estate plan, you may have questions. Questions like, what role are you serving in? What is your authority, compensation, and liability? What documents do you need? What does “fiduciary” mean? These are important questions that we want to discuss with you! Join us from the comfort […]

Virtual Social Series – Your role as a Helper

If you are serving on someone’s behalf in their estate plan, you may have questions. Questions like, what role are you serving in? What is your authority, compensation, and liability? What documents do you need? What does “fiduciary” mean? These are important questions that we want to discuss with you! Join us from the comfort […]