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February 2018 Archives

Points to consider in creating an estate plan

Some people in Colorado might avoid creating an estate plan because they don't want to address mortality or feel that they don't need a will. However, there are a number of different aspects to estate planning. It's not just about what happens to a person's assets after death. Estate planning also deals with issues such as end-of-life care. An estate plan can help family members by making a testator's wishes clear.

Why business owners need estate plans

Colorado business owners and others throughout the country may benefit from including their companies in their estate plan. For instance, thinking about an estate plan may make it easier to create a succession plan. This may include training a new generation of leaders or creating a manager role that is separate from the new owner. Succession planning may also mean bringing in outsiders to help run the business.

Estate planning in Golden for high net worth individuals

Individuals who have a high net worth have a particular need for qualified estate planning. Complex asset portfolios require specific and strategic management. One of the most common errors that individuals make is simply not creating a comprehensive plan for their asset distribution in advance.

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