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Estate

a rose at a funeral memorial service

Navigating the Financial Impacts of Losing a Loved One

September 18, 2024 | Jason Speciner
Losing a loved one is never easy, but knowing what to do next can help. Explore guidance on navigating the financial aspects of loss and preparing for your own mortality, easing the burden for loved ones.
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Ethical Estate Planning: Writing Your Letter of Wishes

March 20, 2024 | Regina Neenan
What is a letter of wishes, and how does it fit into your estate plan? Learn more about this document that allows you to intentionally express your values, motivations, and hopes to heirs and loved ones in your own words.
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5 Steps for Navigating Intergenerational Wealth Transfer

October 4, 2023 | Regina Neenan
Navigating the complexities of estate planning? Don't forget the crucial step of discussing intergenerational wealth transfer with your parents. Review our 5-step guide to making the process smoother for everyone involved. Secure your family's financial future today.
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Beyond the Basics: Probate and Non-Probate in Your Estate

February 8, 2023 | FPFoCo Team
What happens when you die? To your stuff, that is! Learn about the probate process and how you can structure your estate.
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trustee

What to Do When You Become a Trustee

May 4, 2022 | FPFoCo Team
You just became a trustee. Now what? From understanding the trust and acting as a fiduciary for its beneficiaries to taking inventory of and handling trust assets, learn the ins and outs of what to do when you become a trustee from Dan Andrews, Accredited Estate Planner® designee. 
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How to Give Better

How to Give Better: Community Foundations, Private Foundations, and Donor-Advised Funds

October 6, 2021 | FPFoCo Team
Benefit the causes you care about — while also avoiding preventable taxes. Learn some simple strategies and vehicles that can make your philanthropic donations go further!
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Inherit

Are You Inheriting Money? Don’t Miss These 5 Steps

April 7, 2021 | Jason Speciner
If you were to receive a large monetary gift from a loved one, what would you do with it? Every day, beneficiaries are inheriting money when loved ones pass, but they don’t always know what to do with it — even if they have their own financial plans already in place. Learn how to make the most of such a gift and plan your own estate.
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In the Mood for Giving

December 1, 2020 | Jason Speciner
My evidence may be anecdotal, but I like to think of Fort Collins as a philanthropic city. Sharing a home with a major university and several very worthy nonprofit organizations, it seems many Fort Collins residents open their hearts and their wallets to great causes. As the year is coming to a close and the holidays fast approaching, now is as good a time as any to talk about charitable giving.
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Inheritance

I Just Received an Inheritance … Now What?

November 25, 2020 | Regina Neenan
You just received an inheritance. What steps should you take next? With the right approach to processing and planning, then putting your plan into action, you can create not only an inheritance plan — but also a strategy that allows you to continue a legacy of giving.
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