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Three Liability Planning Tips for Physicians Anyone Can Use

Tip #1 – Insurance is the First Line of Defense Against Liability Liability insurance is the first line of defense against a claim. Liability insurance provides a source of funds to pay legal ...
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What Documents Do You Need to Find After a Loved One Dies?

What Documents Do You Need to Find After a Loved One Dies? After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents ...
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Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them

Three Estate Planning Mistakes Farmers and Ranchers Make and How to Avoid Them Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life. ...
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Supreme Court Decision on Same-Sex Marriages

On June 26, 2015 the United States Supreme Court issued its opinion in Obergefell v. Hodges, the name assigned to a series of consolidated cases on same-sex marriage rights. The Court ruled 5-4, ...
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Learning from Your Mistakes Can Become Your Teaching Moment

Learning from Your Mistakes Can Become Your Teaching Moment Everyone makes financial mistakes. The key is to learn from them, try not to repeat them and then pass on this hard-earned wisdom to your ...
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Who Needs an Estate Plan?

If you're reading this, you need an estate plan. Why? The short answer is "Everyone, age 18 and older needs an estate plan." It doesn't matter if you are old or young, if you have ...
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What if Treating Your Children Fairly Means Unequal Inheritances?

When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes being fair or doing what's right by your children may not ...
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Three Social Security Traps

What you don't know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits. The Key Takeaways The longer ...
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Estate Planning Basics for Newlyweds - How to Get Prepared for the Unexpected

It's that time of year – the time for beautiful weddings, fun receptions, delicious cakes, special gifts, and romantic honeymoons. While this is a joyous time for everyone, it's also ...
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Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Children

After Robert died, Joan owned their vacation home outright. She remarried a few years later, and she added her new spouse's name to the title. When Joan died, her children were shocked to learn ...
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U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors

On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse are not retirement funds and ...
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Protecting Against Financial Fraud in Charitable Giving

Americans are very generous when it comes to charitable giving. In addition, lower earners give more proportionately than higher earners. Perhaps this is because lower earners understand how easily a ...
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Long-Term Care Planning, Part 2

Your Funding Options The first part of planning for long-term care is realizing that, a) most of us will need this kind of care for at least some time before we die and b) the cost of this care can be ...
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Long-Term Care Planning, Part 1

A Central Requirement Health care has been the topic of discussion lately, but the greatest threat to your financial health is long-term care. This is the kind of care you need if you are not able to ...
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Organize Information for Your Family

Think for a few moments about what would happen if you suddenly became incapacitated or died. Would your spouse or family know what to do? Would they know where to find important records, assets and ...
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Strategies for Those Awkward Financial Discussions

There may be people close to you (spouse, parents, children) who are practicing financial behaviors that are unproductive or destructive. You want to help them get back on track, but you don't ...
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Providing for Your Parents in Your Estate Plan

If you are part of the baby boomer generation (born between 1946 and 1964), you may also find that you are a member of the sandwich generation, with responsibilities to both your parents (now or in ...
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Higher Income Earners Need To Meet With Income Tax Professionals Now

While it is always a good idea for taxpayers to meet with their tax professionals prior to year-end, this year it is more important than ever that our business owner and higher income clients meet ...
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Why Does a Living Trust Cost More Than a Will?

It will probably cost more initially to set up a well-drafted living trust than to have a will prepared. A true cost comparison should include not only the expense to establish the will or trust, but ...
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How to Make a Family Meeting A Successful Part of the Estate Planning Process

You've made the hard decisions, your documents are signed, your trust is funded, a business succession plan is in place. Congratulations, you've finished your estate planning. But have you, ...
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Who Should Be Your Successor Trustee?

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are ...
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What to Do with an Inherited IRA

IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts have been able to grow to such large amounts because income taxes are deferred until the owner begins to take ...
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The Value of Having a "Plan" in Estate Planning

All too often, estate planning is viewed as a transaction: a will, a living trust, powers of attorney, etc. But the best planning happens when the professional can get to know the client on a deeper ...
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What and When Should You Tell Your Children About Their Inheritance?

Not many parents like to talk to their children about their wealth. How much money people have is usually considered a private matter, something it's not polite to talk about. But not talking to ...
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Incorporating Your Unique Faith and Values in Estate Planning

For many people, passing along knowledge of their religious beliefs and values to the next generation is just as important as passing along financial wealth and tangible assets. Estate planning ...
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The Law Office of Steven R. Owens, P.C. - Greenwood Village Estate Planning Lawyer
6041 South Syracuse Way, Suite 103
Greenwood Village, CO 80111
Phone: (720) 529-9800
Website:
Probate.com