HELPING PEOPLE
Solve Life’s Puzzles

puzzle bg

Estate Planning

The Role of Portability in Estate Tax Planning

The Role of Portability in Estate Tax Planning

When you think about estate planning, tools like wills and trusts often take center stage. But there's another strategy that could save your family millions—and it's often overlooked. It's called portability, and while it can be a powerful way to reduce or eliminate...

How to Protect Generational Wealth

How to Protect Generational Wealth

Why Now Is the Time to Plan for What You've Built Duncan Legal, PC | Helping people solve life's puzzles. We are living through one of the most significant financial shifts in modern history. Over the next 20 years, Baby Boomers are expected to transfer more than $105...

Flat-fee options are available for wills, trusts and probate:

(303) 394-2358

Secret Link