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Blog Posts in 2013

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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How to Leave Assets to Adult Children

When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn't necessarily ...
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The importance of a Letter of Intent for special needs planning

When we create an estate plan for a client who has a child with special needs, whether it be a minor need or a significant disability, we always integrate a "parental substitute system," ...
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VA Benefits For Long-Term Care of Veterans and Their Surviving Spouses

Many wartime veterans (any veteran who served even one day during a time of war) and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the near ...
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8 Estate Planning Things to Do Before You Travel

With the Fourth of July and other summer vacations coming up for many of us, most of us create a "to-do list" of things we have put off and want to take care of before we leave. Here is a ...
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Welcome to The Law Office of Steven R. Owens, P.C. Blog

At our firm, we make it a priority to keep our clients informed and up to date on legal issues that are relevant to them. We aim to use this blog to provide useful knowledge and resources regarding ...
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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
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