Resources

Estate Planning

Adobe PDFEstate Planning (PDF – 250kb)
An estate plan is a written plan of how you want your assets to be owned, managed and preserved during your lifetime and how you want them disposed of upon your death. Your attorney often designs an estate plan to incur the least possible taxes and other costs. (a Colorado Bar Association Informational Brochure)

Adobe PDFAdvance Medical Directives (PDF – 165kb)
Every adult in the United States has the legal right to consent to or refuse medical treatment, under the Patient Self-Determination Act of 1990. All medical facilities receiving Medicare or Medicaid benefits must tell their patients about this law. (a Colorado Bar Association Informational Brochure)

Wills in Colorado (PDF – 1.4 MB)
A will is a legal document that directs how your assets will be given away after your death. It allows you to give away some or all of what you own, including your real estate, cars, business holdings, money and personal property. Your property may be given to anyone you choose, with certain exceptions, after your estate debts are paid. (a Colorado Bar Association Informational Brochure)

A To-Do List for Estate Planning – from the American Association of Retired Persons (www.aarp.org)

Five Crucial Estate Planning Mistakes You are Making – from Forbes Magazine (www.forbes.com)

Five Key Estate Planning Documents to Help Avoid Family Conflicts – from Forbes Magazine (www.forbes.com)

Top 7 Estate Planning Mistakes – from Investopedia (www.investopedia.com)

 

Probate and Estate Administration

Adobe PDFWhat to Do When Someone Dies (PDF – 205kb)
Coping with the loss of a loved one is difficult. We hope this information will help you focus on what you need to do and what you may wish to delegate to friends and family. (a Colorado Bar Association Informational Brochure)

Adobe PDFSo Now You Are a Personal Representative (PDF – 110kb)

 

Trusts and Trust Administration

Adobe PDFSo Now You Are a Trustee (PDF – 195kb)

 

Guardianships and Conservatorships

Adobe PDFSo Now You Are a Guardian (PDF – 410kb)

Adobe PDFSo Now You Are a Conservator (PDF – 620kb)

 

 

 

Miscellaneous

Adobe PDFFinancial Powers of Attorney (PDF – 1.1 MB)
A Financial Power of Attorney, also known as a General Power of Attorney or General Power of Attorney for Property, is a very flexible and inexpensive method for a person (the “principal”) to give another (the “agent” or “attorney-in-fact”) legal authority to manage some or all of the principal’s financial affairs. The agent has the obligation to make decisions based upon the preferences of the principal and the authority granted in the document. (a Colorado Bar Association Informational Brochure)

Adobe PDFAdvance Medical Directives (PDF – 165kb)
Every adult in the United States has the legal right to consent to or refuse medical treatment, under the Patient Self-Determination Act of 1990. All medical facilities receiving Medicare or Medicaid benefits must tell their patients about this law. (a Colorado Bar Association Informational Brochure)

Adobe PDFSo Now You Are an Agent Under Financial Power of Attorney (PDF – 2.1 MB)

Get other Colorado Bar Association publications at: www.cobar.org
Adobe PDFIntroduction to Estate and Gift Taxes – Publication 950 (Revised September 2008)

If you give someone money or property during your life, you may be subject to federal gift tax. The money and property you own when you die (your estate) may be subject to federal estate tax and the gross income of your estate may be subject to federal income tax. The purpose of this publication is to give you a general understanding of when these taxes apply and when they do not. (a Internal Revenue Service (IRS) Publication)

Get forms and other IRS publications at: www.irs.gov