303.793.3400

Blog

November 7, 2013

Are you ready to let go?

A recent USA Today story (http://www.usatoday.com/story/news/nation/2013/11/06/injured-hunter-chooses-death-over-paralysis/3461259/) discusses the case of Tim Bowers, an Indiana man who fell 16 feet from a deer tree…

Read More…

October 5, 2013

Feds take aim at gun trusts

An October 5 Wall Street Journal article, “Silencers Loophole Targeted for Closure,” discussed a proposed federal regulation which could limit the use…

Read More…

September 25, 2013

Why would I want to dismantle my trust?

In last weekend’s “Weekend Investor” page in the Wall Street Journal, reporter Arden Dale in “How to Dismantle a Trust” reports that…

Read More…

September 16, 2013

What happens when there is no living will?

For decades, planning for serious illness and end of life involved two approaches.  First, clients used “advanced directives”, otherwise known as a…

Read More…

September 7, 2013

WSJ Article addresses new focus on income tax planning

Planners focus on income tax planning opportunities A recent Wall Street Journal article discusses how estate planning after the 2013 changes and the American…

Read More…

August 11, 2013

Young Adults Need Estate Planning, Too

Young Adults Need Estate Planning, Too Once a child turns 18, parents lose the legal ability to make decisions for their child…

Read More…

July 15, 2013

Traveling without the Kids? Planning for a Minor’s Medical Care in Your Absence

Since many of our clients have been traveling (sans kiddos) this summer, we’ve received this question quite a bit: What happens if…

Read More…

July 12, 2013

The many uses of ClientDocx

For many DRC clients, ClientDocx – DRC’s secure, online vault – is an important tool for storing and sharing their Estate Planning…

Read More…

May 15, 2013

Benefit Corporations on the Rise!

Below is a recent Barron’s article by Sophie Menin about the rising popularity of Benefit Corporations (“B-Corps”) and why you should know about the…

Read More…

May 7, 2013

Celebrating our clients’ success!

We love our entrepreneurs. We especially love when they succeed.  It feels a bit like a proud parent watching their child step…

Read More…