Let’s Talk303-218-6633
  • A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust

    In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Brianna, in a helicopter crash demonstrated the vital need for estate planning for people of all ages. At the time, little was known about the planning strategies Kobe had in place to protect and preserve his estimated $600 million estate for his wife, Vanessa, and three surviving  daughters, Natalia, 17, Bianka, 3, and Capri, 7 months.
  • Your “Blended” Family Is Likely Headed to Court Unless You Do This

    If you have a blended family and do not plan for what happens to your assets in the event of your incapacity or eventual death, you are almost certainly guaranteeing hurt feelings, conflict, and maybe even a long, drawn out court battle. 
  • How Do Trusts Help You Save on Taxes?

    Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for you. There are two types of trusts, and each have different tax consequences.
    There are two types of trusts, and each have different tax consequences.
  • Is It Time to Go Solo(preneur)?

    There’s nothing like a major change in the economic climate to make you rethink your day job. “Business as usual” currently means a large element of uncertainty about what the future holds for your working life. Whether you've lost your job, had your hours cut, or have seen these things happen to people you know, your feeling of security has likely taken a hit. And, maybe that can be a good thing, something that calls you to start taking action. 
  • Learning to Flourish, Even in a Financial Crisis

    Maybe you, like many of us, have been raised to think that the safest way to live in the working world is to have a good career and a steady paycheck. This financial crisis is challenging that framework for many people. Even if you had a steady job, and even if you still have one, by now you’ve learned how easy it is for that security to disappear overnight. 
  • The Basics of Disability Insurance and How It Can Help During COVID

    You might think you don’t need disability insurance, especially if you’re young and in good health. Hopefully, you’re right. Unfortunately, though, becoming disabled can happen to anyone at any time. This isn’t specific to coronavirus either; it has always been true. 
  • Who Would Care For Your Children If You Got Sick With COVID-19?

    The pandemic is causing us to consider a lot of things that we may not have before, even if maybe we should have.
    It brings to mind something a colleague of mine shared recently. One unremarkable weekend, she left her small children with a babysitter and headed out to enjoy dinner at a restaurant with her husband. But as she sat there, a thought crept into her head that she couldn’t let go.
    What would happen to her kids, she thought, if she and her husband got into a car accident on the way home?
  • Getting Legal Documents Signed During COVID -- Another Reason to Not Do It Alone

    Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality.
  • Should You (or Your Parents) Be in the Stock Market Now?

    If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how those accounts are invested. While you may have outsourced all of this to a broker in the past, you can no longer afford to allow your investments to be made without your clear understanding of exactly what you are investing in, how and whether your investments align with your plans for the future.   
contactfamily

CONTACT US TODAY

To learn about how our firm can help you achieve your family estate and business goals, use one of the buttons below to get in touch.

303-218-6633

5445 DTC Parkway, Penthouse 4
Greenwood Village, Colorado80111