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What is a Fiduciary?

What is a Fiduciary?

You often come across the terms ‘fiduciary’ and ‘fiduciary duties’ in the course of estate...
Choosing an Executor for Your Estate

Choosing an Executor for Your Estate

Choosing an Executor to handle your estate is difficult, it is tempting to name a spouse or family...
Seven Questions You Will Need to Answer When Creating a Trust

Seven Questions You Will Need to Answer When Creating a Trust

A trust can be a powerful estate planning tool – it allows property to avoid probate, and in the...
Estate Planning: What is the Difference Between Joint Tenancy and Tenancy In Common

Estate Planning: What is the Difference Between Joint Tenancy and Tenancy In Common

There are several forms of ownership for property, whether it is real estate or personal property,...
What Happens to Your Retirement Account When You Die?

What Happens to Your Retirement Account When You Die?

A retirement account is an important component of a comprehensive estate plan, but what happens to...
What is the Difference Between Being the Beneficiary of a Trust vs. a Will?

What is the Difference Between Being the Beneficiary of a Trust vs. a Will?

You’ve received an inheritance, or you think you did, you were named as a beneficiary of a trust....
New Estate Tax Laws Should Trigger an Estate Plan Update

New Estate Tax Laws Should Trigger an Estate Plan Update

Estate planning has been in the headlines lately, with the estate tax debate taking front and...
How a Will is Made Self Proving

How a Will is Made Self Proving

In every state there are laws that pertain to what makes a will valid. In Colorado, a will must be...
Estate Planning and Trusts – Are They Just for the Wealthy?

Estate Planning and Trusts – Are They Just for the Wealthy?

Trusts are more than just estate planning tools for the rich and famous, they are legal tools that...