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Home Archives for Emily Cates

Emily Cates

Emily Cates October 5, 2021

2021 CPA Seminar Registration

2021 CPA Seminar Registration Form Ambler | Keenan | Mitchell | Johnson is pleased to announce that registration for our annual CPA seminar is now open! This year’s seminar will be held BY ZOOM on … [Read more...] about 2021 CPA Seminar Registration

Filed Under: Uncategorized

Emily Cates January 25, 2021

Estate Planning for Millennials

Why it's never too early to plan... The Millennial Generation accounts for those born from the year 1981 to 1996. This means that Millennials are now nearing the age of 40. For some, an estate … [Read more...] about Estate Planning for Millennials

Filed Under: Estate Planning Tagged With: estate planning, millennials

Emily Cates July 24, 2020

2020 CPA Seminar Cancellation

We at Ambler Keenan Mitchell Johnson hope this finds you well.  We are informing you that our 2020 CPA Seminar will be cancelled this year.  This difficult decision is due to the present circumstances … [Read more...] about 2020 CPA Seminar Cancellation

Filed Under: Estate Planning, General, legal education, Uncategorized Tagged With: cancellation, CPA Seminar, seminars

Emily Cates July 15, 2020

Estate Planning with Beth

Watch HERE to see Attorney Beth Mitchell discuss the basics of Estate Planning. If you think you or someone you know would benefit from a FREE 1hr estate planning consultation by phone, schedule at … [Read more...] about Estate Planning with Beth

Filed Under: Estate Planning, Estate Planning, General

Emily Cates July 10, 2020

Assignment and Nominee- Steve Hartnett

Funding a trust is critical when you have a trust-based estate plan. A trust is a receptacle, like a box. Before you fund the trust, it’s like the box is empty. Read more here: Assignment and … [Read more...] about Assignment and Nominee- Steve Hartnett

Filed Under: Estate Planning, Trust Administration, Uncategorized

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News

Understanding Undue Influence – Part I

Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent … [Read More...] about Understanding Undue Influence – Part I

How Do I Trust Thee…Part III

If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies. Sometimes, … [Read More...] about How Do I Trust Thee…Part III

How Do I Trust Thee…Part II

When clients undertake Estate Planning, they face the difficult decision of naming one or more individuals to serve in various fiduciary positions. If … [Read More...] about How Do I Trust Thee…Part II

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Denver, CO 80246
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