The more you know, the better.
Real Estate Ownership Strategy 101
Real Estate is a huge aspect of wealth management. Have you considered how to optimize those assets?
Given the various considerations for selecting a form of ownership, it is important to have the right advisors helping you along the way.
Reach out to our office so we can discuss your current and future real estate ventures and the best way to protect them for generations to come.
#Colorado #RealEstate #ColoradoRealEstate #DenverRealEstate #DenverProperty #DenverRealtor #ColoradoRentals #ColoradoRealtor #RealEstateLaw
Thirteen Estate Planning Terms You Need to Know
Estate planning—it is a sacred and powerful tool, not just for the ultra wealthy or those thinking about retirement. It really is something every adult should do. It’s not just “estate planning.” It is life planning. It is being prepared for the unpredictable:...
Wealth Transfer Strategies to Consider Before 2020 Ends
Learn about the potential implications, and strategies available to offset risk. With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their...
Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones
News about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy. Although it may seem as though circumstances are spinning beyond our control, we are not powerless. There are steps we can take to...
Critical Preparation Guide: COVID-19
Reviewing your Estate Plan
Life has a way of changing rapidly, causing yesterday’s well-devised estate plan to become outdated. When any of the following events occur in your life, you should review your plan immediately. Marriages. If you marry, you will need to change your will and/or...
Exempt Property & Family Allowance in Colorado
Occasionally, and generally in a second (or third) marriage, when a spouse dies, the surviving spouse has been left out of the will, or has otherwise not been properly provided for by the deceased spouse. In those instances, the surviving spouse should understand...