How Colorado Trusts Are Taxed

Trusts are powerful estate planning tools, but they come with their own tax considerations. Colorado residents who use trusts as part of their estate plan need to understand how those trusts are taxed at both the federal and state level, because the tax treatment depends on the type of trust, who controls it, and when distributions are made. How Does...

Living Trusts and Privacy in Colorado

When someone dies with assets that must pass through probate in Colorado, that process becomes part of the public record. The will, the inventory of assets, the names of beneficiaries, and the details of how the estate is distributed can all be accessed by anyone who takes the time to look. A living trust offers a straightforward way to avoid...

Understanding Colorado’s Intestacy Laws

When a Colorado resident dies without a will, trust, or other estate planning documents in place, the state steps in to determine what happens to their assets. That process, governed by Colorado's intestacy laws, follows a fixed formula that does not account for personal relationships, family dynamics, or the wishes the person never got around to putting in writing. How...

How Colorado Banks Handle Powers of Attorney

A power of attorney is only useful if the people and institutions you need to use it with will actually accept it. In Colorado, banks and other financial institutions have the legal right to review power of attorney documents carefully before honoring them, and there are circumstances under which they may decline to act on a document even if it...

Wildfire Season and Your Estate Plan

Colorado's wildfire season has been active and dangerous this year, with large fires burning across the western part of the state. For families along the Front Range, that is a reminder that an estate plan only helps if it exists and can be found when it matters. A will you have been meaning to write, or one locked inside a...

Trust Review After the 2026 Tax Law

A change in federal tax law took effect this year, and it quietly reshaped what sound estate planning looks like for many families. If your trust was drafted with the old exemption limits in mind, it may now be built around a problem that no longer exists. A short review can tell you whether your plan still does what you...

$100M Special Needs Trust Fraud Warning Signs

A federal indictment unsealed in June 2025 charged two Florida men with stealing more than $100 million from a nonprofit that managed funds for people with disabilities. The case has drawn national attention, and it raises important questions for Colorado families who rely on special needs trusts to protect a loved one's financial future. What Happened at the Center for...

Lynn Bartels and Why Coloradans Need a Will

The death of Lynn Bartels, one of Colorado's most respected political journalists, has prompted an outpouring of grief from across the state's political spectrum. She died in June 2026 after a diagnosis of brain cancer, leaving behind a legacy built over three decades of reporting. Her passing is also a quiet reminder of something many Coloradans overlook: when a serious...

Avoiding Probate With a Trust in Colorado

How Does A Trust Help Timnath Colorado Families Avoid The Probate Process? A trust works by holding legal title to assets during your lifetime and transferring them to your beneficiaries after death without any court involvement. Because the assets are owned by the trust rather than by you individually, they never become part of your probate estate. There's nothing for...

Financial vs. Healthcare POA in Colorado

What Is The Difference Between A Financial Power Of Attorney And A Healthcare Power Of Attorney In Colorado? They address entirely different areas of decision-making. A financial power of attorney gives an agent authority over your financial and legal affairs. A healthcare power of attorney gives an agent authority over your medical decisions. They can be executed as separate documents...

15 Estate Planning Tips for High Net Worth Families

Substantial wealth creates unique estate planning challenges and opportunities. High net worth families face significant tax exposure, complex asset structures, and multi-generational wealth transfer considerations that require sophisticated strategies. Our friends at LifePlan Legal AZ discuss how tailored planning preserves family fortunes across generations while minimizing tax burdens and maintaining privacy. A probate lawyer experienced with substantial estates implements advanced...

Dying Without an Estate Plan in Colorado

Finding out a loved one died without a will or any estate plan in place is stressful. You're grieving, and at the same time you're trying to figure out what happens next with their assets, their accounts, and their affairs. The good news is that dying without an estate plan doesn't mean chaos. Colorado law has a framework for handling...

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