Denver Estate Planning Resource Center

Life & Estate Planning Newsletter

For your convenience, we have archived our monthly newsletter.

• Charitable Opportunities (September 10)
  Americans have a rich heritage of philanthropy. Unfortunately, too many taxpayers are involuntary philanthropists because they fail to maximize the tax incentives to become voluntary philanthropists in support of the charities of their own choosing.
• Beneficiary Designations (August 10)
  In this issue of our newsletter we shift our attention to one of the most critical, and often overlooked, aspects of retirement planning. Our lead article considers common pitfalls in the selection of a designated beneficiary.
• Majoring in Minor Children (July 10)
  Most Parents expend considerable time and treasure to provide for their minor children. But not all parents live to see their children enter adulthood. Our lead article reviews key considerations to provide for your children in a world without you.
• Educating Young Adults About Estate Planning (June 10)
  By and large, Americans are a rather independent lot. This month's article reviews some fundamental threats to our personal independence in the context of estate planning for young adult Americans. You will want to share this article with the young adults in your life.
• Facing Facts About Death and Taxes (May 10)
  It can be difficult to ponder our own mortality. That is just our human nature. Nevertheless, the clock is ticking for each of us. Our lead article highlights some critical issues we all need to address while there is still time to make proper financial and legal plans.
• Family Limited Partnerships (April 10)
  Family Limited Partnerships offer many benefits, both tax and non-tax. Our lead article is a primer that explores why they are at once a taxpayer favorite and a favorite target of the IRS and some courts.
• Lifetime Gifting: Part of Your Multi-Generation Estate Planning (March 10)
  Would you prefer to transfer more wealth to your family instead of the IRS? Our lead article summarizes the relevant lifetime gifting rules and considers two common do-it-yourself transfer methods.
• Five Common Estate Planning Mistakes (February 10)
  Proper estate planning is not just for the rich and famous. Surprisingly, however, that is a common misconception. Every adult American has an estate worth planning, regardless of their net worth. In this article we review some critical estate planning concerns.
• Estate Planning Challenges for Business Owners (January 10)
  The survival rate of family businesses from generation to generation is rather dismal. To help prevent your business from becoming an unfortunate statistic tomorrow, we review some common challenges for you to address today (before it is too late).
• Procrastination & Estate Planning (December 09)
  Why doesn’t everyone have their final affairs in order, especially in light of the likelihood of incapacity and the certainty of death? This article takes aim at the chief culprit: procrastination.
• Seasonal Solutions: The Stages of Life & Estate Planning (November 09)
  To everything there is a season. So it is with your Life & Estate Plan. This article uses a Seasons of Life theme to illustrate how your Life & Estate Plan may change with your personal and financial circumstances over your lifetime.
• Admirable Estate Administration (October 09)
  Have you appointed trusted family members, friends or professionals to serve as the fiduciaries of your estate plan upon your death? If so, our lead article is a must-read as we review some of the responsibilities (and liabilities) they will face.

Colorado Estate Planning at a Glance

Don't miss these important estate planning issues available in PDF format.

• Beneficiary Deeds
• Brief Summary of The Estate Tax
• Estate Planning: Will or Trust?
• Qualified Retirement Plans

Online Resources*

* Clicking links below will transfer you to a Web site that is solely under the control of a party unaffiliated with J.W. Weaver & Associates P.C. We have not tested the products or services offered on such Web sites and are not responsible for any content, product, or service offered on such Web sites.

General Legal References:

• ABA Law Info
• American Association of Law Libraries (Chicago)
• Colorado Bar Association--For the Public
• FindLaw (directory)
• Internet Law Library
• Law.com (U.S.)
• LawCrawler (search engine)
• Legal Dictionary
• Supreme Court of the United States
• WWW Virtual Library: Law (Indiana University)

General Business Links (Colorado):

• Greenwood Village Chamber of Commerce
• Small Business Development Center
• South Denver Area Local Business Directory
• South Metro Denver Chamber of Commerce
• YourHub.com

Other Colorado Business and Service Providers:

• ADP Automatic Data Processing
• Financially Speaking (Financial Planning)
• Homes in South Denver (Residential Real Estate)
• Newman Commercial Properties (Real Estate)
• Schlanger & Kohtz LLC (Accounting)

Denver Estate Planning Attorney Jack Weaver assists clients with Estate Planning, Wills, Trusts, Revocable Living Trusts, Charitable Planning, Colorado Probate and Estate Administration, Asset Protection and Business Succession Planning in the greater Denver metropolitan area including Centennial, Englewood, Greenwood Village, Littleton, Lone Tree, Parker, South Denver and throughout Arapahoe County and Douglas County.