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Home Archives for Trust Administration

Elizabeth D. Mitchell July 27, 2020

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

Filed Under: Trust Administration Tagged With: attorney, colorado, Denver, estate planning, estate planning attorney, trust administration

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

Elizabeth D. Mitchell February 24, 2017

Storing Your Estate Plan

You’ve done everything you were supposed to. You have been to see your estate planning attorney, you’ve signed a plan that reflects your wishes, and you’ve updated your beneficiaries on your accounts. … [Read more...] about Storing Your Estate Plan

Filed Under: Estate Planning, General, Probate, Trust Administration Tagged With: Ambler Keenan Mitchell Johnson, attorney, colorado, Denver, estate plan, estate planning, location list, probate, trust administration

Elizabeth D. Mitchell June 9, 2015

Common Reasons to do Estate Planning – Part 2

Not everyone needs a million dollars to have a reason to create an estate plan. Other reasons to make sure you have an estate plan in place include having children/grandchildren, a recent divorce, … [Read more...] about Common Reasons to do Estate Planning – Part 2

Filed Under: Charitable Organizations, Estate Planning, Probate, Trust Administration Tagged With: attorney, beneficiaries, colorado, common reasons to do estate planning, divorce, estate plan, estate planning attorney, inheritance, probate

Elizabeth D. Mitchell June 2, 2015

Common Reasons to do Estate Planning

Not everyone needs a million dollars to have a reason to create an estate plan. Other reasons to make sure you have an estate plan in place include having children/grandchildren, a recent divorce, … [Read more...] about Common Reasons to do Estate Planning

Filed Under: Charitable Organizations, Estate Planning, Probate, Trust Administration Tagged With: attorney, beneficiaries, blended families, estate plan, estate planning attorney, probate, reasons to do estate planning, special needs, trust, will

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News

The Importance of Having an Estate Plan

We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an important task. Creating an Estate Plan … [Read More...] about The Importance of Having an Estate Plan

Tis the Season for Giving

Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize their income tax deductions. Creating a … [Read More...] about Tis the Season for Giving

Tax Planning for 2023

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too … [Read More...] about Tax Planning for 2023

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