(720) 528-4227

(720) 528-4227

How You Can Build an Estate Plan that Includes Asset Protection

A lot of people think that estate planning is only about passing on your property after you pass away.  However, that is only part of the benefits of a comprehensive estate plan.  Protecting your assets in the event of a lawsuit, divorce, and bankruptcy is another...

Act Now! There Is Still Time to Plan for the New IRS 2704 Regulations

Just a month or two ago, the IRA proposed new regulations that will change how parents can pass on their wealth to their descendants.  These regulations may terminate discounts on valuations that wealthy individuals and estate planners have relied on for decades. ...

Personal Risk Management, Part 2: Trusts in Estate Planning

Having insurance allows us to have peace of mind while we live and enjoy our lives.  Insurance is not the only that you can do this; trusts also protect ourselves and our families by promoting clarity, control, and family harmony The Key Takeaways Many of us have some...

Personal Risk Management, Part 1: Insurance

Managing risk in your life means identifying risks against your health, family, and home, and then developing a plan to address those risks.  Getting insurance is probably the most well-known way to protect you against risk, whether it be life, health, home, or car...

Why You Should Name a Stand-Alone Retirement Trust as Beneficiary

It is critical that you name the correct beneficiary for your tax-deferred retirement accounts.  Deferring taxes allows your retirement account balance to grow, decreases the income taxes you have to pay, and helps your account’s “life” stretch out...

8 Ways Your Beneficiary Designations Can Create Problems

Beneficiary designations are an estate planning strategy that many people use, and for good reason.  It is an effective, quick, free, easy, and direct way to pass on property.  Many people have a lot of value in these assets, such as life insurance policies, IRAs,...