Navigating the Financial Impacts of Losing a Loved One
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,
Estate
Ethical Estate Planning: Writing Your Letter of Wishes
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
5 Steps for Navigating Intergenerational Wealth Transfer
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
Beyond the Basics: Probate and Non-Probate in Your Estate
What happens when you die? To your stuff, that is! Learn about the probate process and how you can structure your estate.
What to Do When You Become a Trustee
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
How to Give Better: Community Foundations, Private Foundations, and Donor-Advised Funds
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!
Are You Inheriting Money? Don’t Miss These 5 Steps
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
In the Mood for Giving
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,
I Just Received an Inheritance … Now What?
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