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Tools for the Family Wealth Trust

Tools for the Family Wealth Trust

The Family Wealth Trust secures more than money and property – it also protects your memories....
Five Reasons To Buy Life Insurance Today

Five Reasons To Buy Life Insurance Today

Sure, there’s 101 other things you could be spending your money on, but life insurance may need...
What is a Fiduciary?

What is a Fiduciary?

An important aspect of planning your estate is naming fiduciaries. Fiduciaries – in legal...
Using Payable on Death Accounts to Avoid Probate

Using Payable on Death Accounts to Avoid Probate

In order to distribute your assets to your heirs after you pass on, your estate typically must go...
How to Update Your Last Will and Testament

How to Update Your Last Will and Testament

There are two distinct aspects to successful estate planning: planning and maintenance....
What Are the Duties of an Executor?

What Are the Duties of an Executor?

Has a loved one named you as the executor (or “personal representative”, in Colorado)of...
What is Basic Estate Planning?

What is Basic Estate Planning?

When you first begin to plan your estate, you may feel a little overwhelmed at all the...
How Is Your Property Titled?

How Is Your Property Titled?

You can be the owner of property in three ways: as an individual in your own name jointly with...
What’s the Difference Between a Living Trust and a Testamentary Trust?

What’s the Difference Between a Living Trust and a Testamentary Trust?

Understanding the difference between a living trust and a testamentary trust is essential to...