Learn how to title assets to avoid probate in Colorado. Step-by-step guidance on trusts, TOD/POD designations, real estate, and common mistakes to avoid.

High-income baby boomers assume their wealth will benefit their kids—but without proper estate planning, taxes, probate, and poor structuring can erase that advantage.

Dying without a will in Colorado means state law decides who inherits. Learn how intestacy works, who gets what, and how to avoid probate mistakes.

Under 40 and wondering if you need a trust in Colorado? Learn when a trust makes sense, what most people get wrong, and how to protect your assets and family.

Avoid probate in Colorado with the right strategy. Learn how trusts, beneficiary designations, and asset titling can protect your family and keep your estate out of court.

Learn the best ways to invest for kids in 2026 using 529 plans, UTMA accounts, Roth IRAs, Trump accounts, and Bitcoin. Includes tax strategies, annual gifting, and estate planning tips.

For decades, estate planning for wealthy Americans centered on one question: how do we avoid the estate tax? But the landscape has changed dramatically. Recent federal tax law changes have pushed the federal estate and gift tax exemption to $15 million per person ($30 million for married couples) beginning in 2026. And this number is scheduled to increase on an inflation-adjusted basis going forward. That means most Americans - even many wealthy ones - will never pay federal estate tax at all. So if estate tax planning is no longer the primary issues for affluent American families, what is? Income tax planning.

Attorney Jake Bruner Co-Presents “ILIT Training for Life Insurance Agents” in Collaboration with Pinney Insurance.

Estate planning isn’t about how old or how wealthy you are. It’s about being prepared. And Millennials, more than any generation before them, have compelling reasons to get an estate plan in place.

If you’re a Millennial, there’s a decent chance you don’t have kids yet. But you do have a dog. Let’s be honest though: even if you do have kids, your pup will always be the first baby of the house. Unfortunately, pets are considered tangible, personal property under Colorado law. This means that, without proper planning, their future care can be uncertain, and, in some cases, your pets could be placed at a shelter if a loved one is unable to care for or support your animal on a long-term basis. A pet trust in Colorado is one of the most effective ways to prevent this from happening and ensure your animal is cared for exactly the way you intended if you were to die or become incapacitated.

Traditional estate planning primarily focuses on physical assets like houses, tangible goods, and even U.S. dollars. But for Millennials - and especially Bitcoiners - digital life is often just as valuable, personal, and complex as physical life. Recognizing this, Apple began rolling out a feature known as the “Legacy Contact” system in late 2021 - a system that decides who gets access to your iPhone data after you die. If properly setup, Apple’s Legacy Contact can serve as an important component of your digitally-native estate plan.

Over the next decade, Millennials are expected to inherit tens of trillions of dollars from their Baby Boomer parents. This shift - colloquially referred to as “The Great Wealth Transfer” - will be one of the largest movements of private wealth in history. But the real story isn’t who inherits the wealth. It’s what happens to that wealth next.