Resources

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Avoid Capital Gains Tax With A Charitable Remainder Trust

Charitable Remainder Trusts: An Overlooked Way to Slash Capital Gains Tax While Benefiting Charity

Charitable giving can be extremely rewarding. But did you know it can also provide major tax benefits? Enter the Charitable Remainder Trust (CRT). This unique estate planning vehicle allows you…

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Beware: The Hidden Dangers of Undue Influence

Undue influence is a concerning issue that can have severe consequences if left unchecked. As caring family members, it’s crucial that we understand what undue influence is, learn to identify…

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Ensuring Your Wishes Are Followed: The Importance of Estate Planning Beyond a Will

A will alone is not enough to protect your assets and loved ones. While a will outlines how you want your estate distributed, it has surprising limitations. To truly ensure…

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The Power and Importance of Creating a Will

A will is one of the most important legal documents you can create to protect and provide for your loved ones. With a well-crafted will, you can ensure your assets…

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Giving to Charity in Your Estate Plan

When naming beneficiaries for your estate plan, often family and close friends are what come to mind. However, naming a charity as a beneficiary is another option you may want…

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The Three Kinds of Roles in a Trusts

Trusts have become one of the strongest estate planning tools in recent years. However, trusts are often more complex than wills, which are the traditional backbone of an estate plan.…

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Making a Will in Colorado

A lot of people don’t think they need a will, thinking it’s only needed if you are close to passing away or if you are extremely wealthy. However, creating a…

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