(720) 528-4227

(720) 528-4227

Why Your Estate Planner Needs to Know If You’ve Lent Money to Family

Many children and grandchildren are skipping the traditional bank and obtaining loans from parents or grandparents.  Unfortunately, we have all heard stories of families torn apart because of disagreements over money. So, what can you do to make sure your intra-family...

Organizing for Tax (and Estate Planning) Season

It is the beginning of 2018, and so it is officially tax season.  Fortunately, you have until April 17th to file your taxes, but you should soon begin receiving your W-2 or 1099 forms to start preparing your taxes.  You also get to review your last year to begin...

What to Expect from Estate Planning in 2018

2017 is quickly becoming a thing of the past, and 2018 is all the rage.  Optimism and goals reign, as does uncertainty.  We are all coming to grips with Congressional tax reform and how it might impact our lives.  Here are a few estate planning changes that we know...

There’s Never A Better Time Than Now To Get Your Affairs in Order

The holiday season is incredibly busy, and organizing your legal and financial affairs is probably nowhere close to being on your radar.  However, it is easier than you may think and getting started can be quick.  With new year’s resolutions quickly approaching,...

Gift Giving the Tax-Free Way

The holidays is a generous time of giving.  However, almost know one wants the IRS to receiving any gifts.  Happily, the law allows you to give gifts without letting the IRS receive a portion of that gift.  Some of these laws are pretty straightforward with how they...