In Colorado, the principal distinction is the degree of court involvement and the level of finality obtained from the court. The better option depends on whether the estate is routine and uncontested, or whether the personal representative would benefit from judicial...
To prevent post-death identity theft, the estate representative or family member should act promptly in several areas: credit reporting, government agencies, financial institutions, and mail/security controls. 1. Obtain Multiple Certified Death Certificates Order...
Digital assets are a category of commonly overlooked assets that play a crucial role in your estate plan and the legacy you leave behind at your death. It is all right if you did not consider these items when you first created your will or trust; such a mistake is...
Like other important life tasks, your estate plan deserves your continued time and attention. We recommend that you work with us to review it every three to five years (or more frequently, depending on your circumstances). Think of it as your estate plan’s preventive...
If you are part of the sandwich generation—caring for both your children and your parents at the same time—it is crucial that you know whether or not your parents have an existing estate plan. While the final decisions within their estate plan rest with them, creating...
