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Funding Your Colorado Revocable Trust, Part 1

There is an old saying that the devil is in the details.  The details for an estate plan are funding your revocable trust.  It is also the biggest complaint we get from our financial planning friends – we lawyers draft the document and don’t fund the trust.  The decision to pay the lawyers to fund […]

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Anatomy of an Estate Plan

What to Expect From an Estate Plan An estate plan is more than a will or a living trust. It is a combination of many documents. Here is what you should expect to receive in any estate plan: What to Expect from a Will-Based Plan If your plan is a Will-based plan, you should receive […]

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Asset Protection Trusts For Adult Children

COVID-19 lawsuits are filling the courthouses.  This comes after a long line of other lawsuits over home sales, the ADA, employment law, car accidents, unpaid bills, and let’s not forget divorce.  To protect adult children from losing generations of wealth, parents are leaving their inheritance to their children, in trust, with the adult child in […]