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annual gift tax exclusion 2024

What is the Gift Tax Exclusion for 2024?

For the 2024 tax year, the annual gift tax exclusion has increased to $18,000 per recipient, up...

Lasting Legacies: Escaping the “Rags to Riches” Trap

The wealth behind the assets. Families have asked us for guidance through aging, disability and...

Workshop – Unsabotage Your Estate Plan

Has it been a while since you reviewed your plans?   Concerned life changes will affect them?...

Purposeful Planning – Leaving What Really Matters in order to Heal the Generations

Catherine Hammond on the Purposeful Planning Podcast. Listen now. John Warnick from the Purposeful...
fdic coverage for trust accounts

How to Maximize FDIC Insurance Coverage for Revocable and Irrevocable Trust Accounts

FDIC insurance is like a safety net for your bank accounts. It covers up to $250,000 per depositor,...
spendthrift trust

What is a Spendthrift Trust, and When Would You Need One?

Whether we like it or not, wealth can sometimes cause more problems than it solves. An inheritance,...
what happens in probate court

What Happens in Colorado Probate Court? A Step-by-Step Guide

Losing someone you love is incredibly difficult. On top of grieving, you now must wrap up their...
how much does an estate have to be worth to go to probate

How Much Does an Estate Have to Be Worth to Go to Probate in Colorado?

Losing a loved one brings enough heartache without having to untangle legal processes just to...
what voids a will

Is Your Colorado Will Valid? Check for These 6 Fatal Flaws That Can Void Your Wishes

Are you gambling with your final wishes? Don’t let your Colorado will fall victim to fatal...