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Ambler Keenan Mitchell Johnson

Estate Planning Law Firm

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Home Archives for Basic Estate Planning

Reports

Special Reports are written on topics that affect various aspects of estate planning and the laws that govern it.

FREE ACCESS TO OUR SPECIAL REPORTS

These reports are published by the American Academy of Estate Planning Attorneys and cover a wide-variety of subjects relating to estate planning. Click on a report title to read more or to order a complimentary copy.

photo of 15 Common Reasons To Do Estate Planning

15 Common Reasons To Do Estate Planning

Find out the most common reasons why it is important to do estate planning such as avoiding probate, protecting your assets and designating someone who....

photo of Dangers of Do-It-Yourself Wills and Living Trusts

Dangers of Do-It-Yourself Wills and Living Trusts

Estate planning is an essential part of life and death. In planning for our future and our family’s future, we must take stock of who....

photo of Living Trusts: Calculating the Benefits

Living Trusts: Calculating the Benefits

Chances are you’ve already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and....

photo of Probate Executors Role

Probate Executors Role

The passing of someone close to you is a difficult and emotionally draining time. The last thing you likely want to deal with is the....

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Planning It Right the Second Time Around

One thing should be clear by now: we do our families and ourselves a great disservice when we fail to plan for every contingency. That’s....

photo of The Trouble of Joint Tenancy

The Trouble of Joint Tenancy

Joint tenancy ownership of property is sometimes used as a substitute for an effective estate plan. Is this a good idea? Read this article to....

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News

IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not included in the estate of the decedent don’t receive a “step-up” … [Read More...] about IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis

Understanding the Importance of the Simultaneous Death Act

Most spouses create Estate Plans that are intertwined. The plans work well on numerous levels allowing the spouses to benefit the surviving spouse and … [Read More...] about Understanding the Importance of the Simultaneous Death Act

The SECURE Act – the Gift That Keeps On Giving

The SECURE Act of 2019 altered the landscape for IRAs significantly when signed into law. Just when advisors gained a level of comfort with the SECURE … [Read More...] about The SECURE Act – the Gift That Keeps On Giving

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Ambler Keenan Mitchell Johnson
950 S. Cherry St., Suite 1650
Denver, CO 80246
United States (US)
Phone: (303) 407-1542
Fax: (303) 321-1899

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