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Asset Distribution: 4 Mistakes to Avoid When Designating Beneficiaries

by Duncan Legal | Oct 16, 2018 | Estate Planning

Designated beneficiaries are people (though can also be a trust or an estate) whose life expectancy is used to calculate particular features of a retirement plan. These plans can include qualified plans, 457(b) plans for state and local government employees, 403(b)...

Searching For Estate Planning Lawyers? These 3 Tips Should Help

by Duncan Legal | Sep 25, 2018 | Estate Planning

Talking and planning about the future can be very intimidating, especially if you’re approaching these conversations in a more realistic approach. Sure, daydreaming about future employment and vacation plans can be a lot of fun, but discussing asset...

Transferring Wealth Through Generations: 3 Great Tips

by Duncan Legal | Aug 22, 2018 | Estate Planning

While most U.S. adults age 18 and over have not prepared their estate or started planning for the transfer of assets, 81% of Americans above the age of 72, as well as 58% of baby boomers (aged between 53 and 71) do have estate planning documents. If you’re part...

3 Important FAQs About Wills and Asset Distribution

by Duncan Legal | Jul 25, 2018 | Estate Planning

Life can be beautiful, entertaining, and truly amazing. Unfortunately, it can also be quite sad, as death can strike at anytime. These aren’t exactly topics people enjoy talking about or even thinking about, but since it is a reality, it’s important to at...

Importance of Estate Planning: 3 Reasons People Aren’t Drafting a Will

by Duncan Legal | Jul 2, 2018 | Estate Planning

Ensuring your family’s future is extremely important, and though it’s a difficult conversation to have, you must talk about asset distribution with your loved ones in the event of something happening to you or your family. Estate planning should be at the top of every...

Estate Planning Basics: What’s the Difference Between a Will and a Trust?

by Duncan Legal | Apr 20, 2018 | Estate Planning

Perhaps the best way to begin to explain the difference between a will and a trust is to explain what they have in common. Both wills and trusts are vehicles by which an individual hands over their property to their heirs. The differences are in when they go into...

Estate Planning 101: 5 Issues That Must Be Addressed In Your Will

by Duncan Legal | Feb 20, 2018 | Estate Planning

While a Will of 10 words carved into a bumper was deemed valid (really, this happened in Canada), ideally you should use something a little more substantial to distribute your estate upon your death. Of course your Will should be in writing, but equally important is...

Colorado Estate Planning: Understanding the Difference Between a Revocable and Irrevocable Living Trust

by Duncan Legal | Nov 20, 2016 | Estate Planning

When it comes to estate planning, you have several options for controlling what happens to your assets after you die. One popular tool is a living trust, which is a legal document that creates a trust while you are still alive. You transfer all of your assets to the...

Estate Planning Ignorance is NOT Bliss: 5 Common Misconceptions

by Duncan Legal | Jul 25, 2016 | Estate Planning

Estate planning is a vital process for just about everyone. However, it is a process whose public image is oftentimes marred by misinformation. It is essential that, when considering engaging in estate planning, you are able to effectively separate fact from fiction...

3 Reasons to Complete Your Advance Health Care Directives Right Away

by Duncan Legal | Jun 20, 2016 | Estate Planning

The topic of “pulling the plug” and other aspects of end-of-life medical care are incredibly sensitive subjects, and most people have very strong opinions on such matters. In fact, you’ve probably seen some very high-profile legal battles between family members play...
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