We Serve the

Denver Metro


(303) 431-0415

Special Needs Trust: Protecting Your Most Special Loved Ones

Special Needs Trusts: Protecting Your Most Special Loved Ones   Our loved ones who are disabled and receive government benefits are some of the most vulnerable in our community.  The income that they receive from disability and any part-time work that they can manage is never enough.  However, there is no way that they can […]

Probate vs Non-Probate Assets

  We’ve all been there: when you set up a new account or review your investment or retirement accounts they always ask you to list beneficiaries of where the money should go after you die.  People often don’t give it as much thought as they should.  Those beneficiary designations mean that the money in those […]

What is a Living Will?

A common misunderstanding we face is about living wills.  Because it has the name “will” in it, people sometimes think its about their debts and assets.  But that is not the case.  Sometimes people get it confused with a living trust, which is another name for a revocable trust.  But its not that either. A […]

Guardian and Conservator Timeline

Heading Extra Guardianship/Conservatorship Timeline It is hard and scary when your elder loved one cannot take care of themselves or their money any more.  While the court system to get someone appointed to help may seem daunting, you can get through with some help and the right navigation.  Many people are confused about what to […]

Estate Planning and Retirement Planning

Heading Extra For Even More Information About Estate Planning, Download Our Free E-Book HERE As you prepare for your future you want to make sure that you are protected, and that your family is protected as well.  This includes retirement planning for yourself and any spouse, to ensure that you will have the income you […]