(720) 528-4227

(720) 528-4227

Why a Spendthrift Trust Can Be a Great Solution for Your Heirs

Your estate plan is made up of many smaller pieces.  You can mix and match these pieces to create a personalized and comprehensive plan that fulfills your needs and meets your goals.  One piece is a trust.  A trust allows you to delegate authority to someone you trust...

How Does an IRA Fit Into Your Estate Plan?

When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone?  What happens depends on a lot of factors, like how you set up your estate plan, who you choose as beneficiaries, and many other factors.  If you do not...

Do You Really Need a Trust?

When most people hear the phrase, “estate planning,” they first think about wills.  However, a will is not the only strategy available to you, and a trust may even be a better strategy.  There are several advantages that a trust can have over other...

How Your Trust Can Help a Loved One Who Struggles with Addiction

The abuse of alcohol and drugs or other addictions is a serious issue, impacting as many as one in seven Americans. Talking about dealing with these addictions is an increasing part of public and private discourse.  You may not have thought, however, about how this...

Does a Dynasty Trust Make Sense for Your Family?

Early in 2017, Gail Miller, owner of the Utah Jazz, announced that she was no longer the owner of the Utah Jazz or the Vivint Smart Home Arena.  Instead, she put these assets into a dynasty trust for her family down through the generations.  Her decision raised...