Powers of Attorney are part of even the simplest estate plan. A Power of Attorney allows your Agent to act for you. There are Powers of Attorney for financial matters and also those for health … [Read more...] about The Basics: Financial Power of Attorney
Removing Life Insurance from the Taxable Estate
Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the estate. But, there are two potential traps in this. Read on to … [Read more...] about Removing Life Insurance from the Taxable Estate
Trust Administration – Estate Planning Terminology Week 5
Do law firms intimidate you by their use of legal terms? We are here give you a glance into the attorney’s world of estate planning. Here at Ambler Keenan Mitchell Johnson in Denver, Colorado there … [Read more...] about Trust Administration – Estate Planning Terminology Week 5
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
Removing Life Insurance Without Triggering the Transfer for Value Rule
Life insurance is included in the taxable estate typically. A trust is a great way to remove the value of life insurance from the taxable estate. But there are two potential traps in this. The prior … [Read more...] about Removing Life Insurance Without Triggering the Transfer for Value Rule
Probate – Estate Planning Terminology Week 4
Are you someone who feels intimidated by the large words used by law firms? We are here to give you a foot up in the attorney’s world of estate planning. Here at Ambler Keenan Mitchell Johnson in … [Read more...] about Probate – Estate Planning Terminology Week 4
The Basics: “HIPAA” Powers
This is the second in a three-part series of articles on Powers of Attorney. The first article examined the Financial Power of Attorney. This second article examines the Healthcare Power of Attorney … [Read more...] about The Basics: “HIPAA” Powers
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
Power of Attorney – Estate Planning Terminology Week 3
Are you someone who feels intimidated by the large words used by law firms? We are here to give you a foot up in the attorney’s world of estate planning. Here at Ambler Keenan Mitchell Johnson in … [Read more...] about Power of Attorney – Estate Planning Terminology Week 3
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