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Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important

Attend in Colorado Springs at the Phyllis A Hammond Educational Center Or Attend Online via Zoom A...

2019 Estate Tax Tips: The Estate Tax and Gift Tax

The Estate Tax In 2001, Congress passed a law that raised the amount that could pass without tax,...
Tax Changes and Estate Planning

Tax Changes and Estate Planning

How the Recent Tax Changes Impact Your Estate Planning Estate planning is something that many...
Does my Family Have to Pay my Estate Taxes?

Does my Family Have to Pay my Estate Taxes?

When you die, who is responsible for paying any estate taxes? Do your heirs or beneficiaries,...
What’s the Difference Between Estate and Inheritance Taxes?

What’s the Difference Between Estate and Inheritance Taxes?

When it comes to estate planning, a lot of people have questions about estate and inheritance...
Using Your Will and Living Trust Together

Using Your Will and Living Trust Together

People who create an estate plan in the Colorado Springs or Centennial, Colorado area will almost...
Is My Life Insurance Policy Going to be Taxed?

Is My Life Insurance Policy Going to be Taxed?

Life insurance can play a valuable role in estate planning, from providing cash to the trustee or...
Estate and Death Taxes: What is the Generation Skipping Transfer Tax?

Estate and Death Taxes: What is the Generation Skipping Transfer Tax?

Many aspects of estate planning focus on reducing estate taxes. We discuss the generation skipping...
Estate Tax Terms You Need to Know

Estate Tax Terms You Need to Know

With the tax season just around the corner and estate taxes taking front and center stage, we...