Estate Planning
Remember the new IRA qualified charitable deduction option
The revamped and current qualified charitable distribution option under tax law allows people over age 70½ to transfer up to $100,000 a…
Colorado’s new law on digital assets
One of the developing areas of planning law is how to handle digital assets. Fortunately, Colorado has just enacted the Revised Uniform…
The practical side of helping aging parents
In a recent WSJ article, The Difficult, Delicate Untangling of Our Parents’ Financial Lives, William Power analyzes a very practical part of planning:…
What are trust protectors and trust advisors and should they be part of my estate planning?
In a recent article, Thinking More Deeply on Trust Advisors and Protectors, WealthCounsel Quarterly, WealthCounsel’s Vice President for Education, Matt McLintock, discusses in depth…
Post-nuptial agreements becoming more common
Postnuptial agreements are on the rise with wealthy couples, reports Wealth Adviser at WSJ.com. The agreements, unlike their better-known sibling, prenuptial agreements, are signed after…
Talking about special needs planning
Planning for a child with special needs. A child’s special-needs diagnosis can pose a complex challenge to financial advisers who are drawing up…
What to do with those ashes?
In a recent posting, the authors suggest 7 creative ways to handle cremated remains. We see this is a healthy conversation about ways…
Moving to a new state?
Review estate-planning documents after moving to a new state. It’s not at the top of most people’s to-do lists after a move, but…
Helping young adults succeed with money
A recent Trusts & Estates posting by Kim Kamin helpfully discusses issues related to helping young adults, particularly those who are trust beneficiaries, succeed…
When are you incapacitated?
If You Fall For This Email Scam, You Need Mandatory Help, Says Colorado Court The Colorado Court of Appeals recently upheld some…
