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tax planning strategies

9 Powerful Tax Planning Strategies to Implement Before the Year Ends

Lately, the stakes surrounding year-end tax planning have never been higher. With high inflation...
life insurance in estate planning

Why Life Insurance Can Make or Break Your Estate Plans

Nobody likes thinking about death and what happens after they’re gone. It’s an...
financial and estate planning

How Estate and Financial Planning Work Together for Ultimate Wealth Protection

Estate planning and financial planning are two essential components of a comprehensive wealth...
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...

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...