Most people think of trusts as a way to structure their estate plan or as a means of providing financial stability for heirs and beneficiaries who may squander their inheritance without proper guidance. While it is true that trusts are an excellent way for people to...

Focus on the basics when creating your first estate plan
Regardless of your age, creating an estate plan is a detailed process that requires your full attention. If you make all the right decisions, it will give you and your loved ones peace of mind. However, if you make any mistakes, it could result in trouble down the...
Make sure you don’t make these estate planning mistakes
When a person first starts to think about planning their estate, it is likely that they feel confused as to where to start. Over the years, different assets in the form of property and insurance or retirement plans can be difficult to plan. You may also be conflicted...
If you’ve ever wondered why you need an estate plan, read this
Many people think that only the very rich need estate planning. In reality, even if you only own a modest home in Fort Collins or if you do not think you have enough assets to make it worthwhile, you should still put an estate plan in place. Not only will an estate...
THE IMPORTANCE OF PERSONALIZED ESTATE PLANNING
What is an estate plan? It is a series of documents in which you provide instructions and declarations regarding your care if you were ever mentally or physically incapacitated and specifies how your assets should be distributed upon your death. An estate plan is...
New Taxes You Will Pay for Obamacare
Did you think Obamacare would be free? These are some of the new taxes you will be paying to pay for Obamacare: -A 3.8% surtax on "Investment Income" when your adjusted gross income exceeds $200,000 ($250,000 for joint-filers). -A .9% surtax on Medicare taxes assessed...
Is your Estate Planning Prepared for the Fiscal Cliff?
Our country is headed for a "Fiscal Cliff" that will affect everyone. Are your Wills, Trusts and general Estate Plan prepared for this potential financial calamity? The 2001 Bush Tax Cuts are expiring automatically at the end of 2012. If Congress and the President do...