Category: Trusts

Savings bonds are low-risk investments considered safe and sometimes purchased as gifts or to save for the future. The U.S. Treasury Department issues them as a way to borrow money from the public. There are two types of bonds, Series EE and Series I. A Series EE earns a fixed rate of interest, while Series…

Estate planners all across the United States use living trusts, and they have gained popularity in Colorado as well. The living trust is an estate planning device that allows you to move assets into a trust during your lifetime, allowing you to manage and distribute them as you choose. There are two types of living…

A will and a living trust fall under the same umbrella. Both are often used in estate planning and involve the transfer and protection of assets. But they perform different objectives. If you have questions about estate planning, Brady McFarland & Lloyd has estate planning attorneys who are experts in the field and can apply…

Protecting your loved ones requires establishing an effective estate plan that ensures that your assets are distributed according to your wishes while easing the tax burden on your heirs. When you created your estate plan, you no doubt made the assumption that your beneficiaries will live longer than you. However, it is sometimes the case…