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We are pleased to announce the release of our 2017 Colorado Estate Planning Workbook. Because lifestyles and philosophies vary significantly, estate planning objectives differ from family to family and from generation to generation. What remains constant is the need to address and overcome (or at least minimize) the impact of the following obstacles:

  • Probate
  • Living Probate (Conservatorships, Guardianships, and Legal Incapacity)
  • Federal Estate Taxes
  • Long Term Health Care Costs

The Colorado Estate Planning Workbook is divided into four parts:

  • Article One discusses the four major obstacles to effective estate planning
  • Article Two focuses on the basic estate planning tools that are available and their effectiveness in avoiding or overcoming the major estate planning obstacles
  • Article Three deals with the practical aspects of estate planning - completing your estate plan and listing where important documents and information are kept
  • Article Four is a glossary of estate planning terms

Click here to download your complimentary copy