Big changes coming to Colorado trust law

Big changes coming to Colorado trust law

In 2018 the Colorado General Assembly enacted legislation that significantly changes trust law in Colorado.  Colorado is not generally a “destination jurisdiction” for trusts, and the new Colorado Uniform Trust Code (CUTC) contains important provisions that must be...
Why Online and DIY Plans Fail

Why Online and DIY Plans Fail

A friend of mine who happens to be a financial advisor recently told me about some of her clients who need estate planning. They’re a married couple with three kids and a few pieces of rental real estate. My friend mentioned the importance of estate planning and...