What Is Estate Planning? Essential Steps for Securing Your Legacy

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A 2024 survey found that almost 70% of Americans consider estate planning important. Despite this, only about 25% of people in the U.S. have gone through the estate planning process. Changing this sobering statistic begins with the all-important question: What is estate planning? If you’ve already put plans for your estate in place, you’re in… Read more »

How Survivorship Life Insurance Policies Aid in Estate Planning

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Estate planning is a crucial process that ensures your assets are distributed according to your wishes after your death. Among the various tools available, survivorship life insurance policies play a significant role in efficient estate planning. Understanding how these policies work and their benefits can help you make informed decisions about your estate. What is… Read more »

What Should I Include In My Will?

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Creating a will is a vital step in managing your affairs and ensuring your wishes are honored, especially in the context of Colorado. This process is about preparing for the future, safeguarding the well-being of your loved ones, and precisely handling your assets. More than just a document, a will embodies your life’s achievements, your… Read more »

Probate with High-Net-Worth Estates

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When individuals amass significant wealth, the management of their estate after their passing becomes a matter of considerable concern and care. Probate, the legal process through which a deceased person’s estate is properly distributed to heirs and designated beneficiaries, and any debts are paid off, takes on a new dimension with high-net-worth estates. Understanding the… Read more »