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LEAVING A LEGACY

For most investors, estate planning can be a challenging topic to discuss because, well, it’s about dying. However, designing your legacy is a crucial facet of the long-term investing process. For many folks, updating your beneficiaries and publishing a creating a will can suffice. For other investors, there are more complex matters to address.  

No matter your investment level, this presentation shares meaningful and actionable content for you. Our co-founders, Zachary Bouck, CIMA®, and Blair Braden, CFP®, touch on a little bit of everything:

  • Will vs. Trusts
  • Who needs a trust? (Hint: Everyone)
  • Establishing Power of Attorney (POA)
  • Real Estate in Trusts
  • Estate Tax: The Basics
  • AB Trusts
  • Special Needs Trusts & ABLE Accounts
  • Charitable Trusts and QCDs

YOUR PROFESSIONAL DESIGN CONSULTANTS

When it comes to drafting your estate plan, think of building a home—you have your plot of land, now what?

You don’t grab some lumber and nails and start hammering away. You meet with an architect to design the home, drafting a solid foundation to safeguard your family and belongings. When it comes to estate planning, think of our team as your architect. Though we do not offer legal advice, we will help you design a legacy that addresses your long-term financial needs.

Call our office at (303) 261-8015 to speak with one of our Denver-based advisors or schedule a free consultation here.

DISCLOSURES

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

All investing includes risk including the possible loss of principal. No strategy assures success or protects against loss.

This information is not intended to be a substitute for individualized tax or legal advice. We suggest that you discuss your specific situation with your tax or legal advisor.

All information is believed to be from reliable sources; however, Denver Wealth Management and LPL Financial make no representation to its completeness or accuracy.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

An A-B trust is a trust that divides into two upon death of the first spouse It is former with each spouse placing assets in the trust and naming as the final beneficiary any suitable person except the other spouse.

Traditional IRA account holders should consider the tax ramifications, ages, and income restrictions in regard to executing a conversion from a Traditional to a Roth IRA. The converted amount is generally subject to income taxation.

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