by Nick Bjorklund | May 7, 2025 | Uncategorized
When you lose a spouse, navigating legal matters is probably the last thing on your mind. Yet understanding your surviving spouse rights in Colorado can make a significant difference in your financial security and peace of mind during this difficult time. At Birch...
by Nick Bjorklund | Apr 14, 2025 | Estate Planning
What Happens If Your Daughter Dies Before You If your daughter dies before you do, your son-in-law generally has no automatic inheritance rights to your estate. In this scenario, your estate planning documents—or state intestacy laws if you have no will—determine...
by Nick Bjorklund | Mar 10, 2025 | Uncategorized
Many of our clients mix up the roles of an executor and a power of attorney (POA). While both involve making decisions, they serve different purposes. A POA manages a person’s affairs while they’re still alive. An executor steps in only after they pass away. But...
by Nick Bjorklund | Feb 19, 2025 | Estate Planning
How Can Social Security Help With Estate Planning? The Social Security Administration (SSA) oversees benefits for elderly and disabled individuals, which influence your estate and should be considered in your estate plan. These benefits include supplemental income,...
by Nick Bjorklund | Feb 19, 2025 | Estate Planning
Smart Estate Planning to Avoid Taxes — 5 Strategies to Protect Your Wealth Estate planning ensures your wealth goes to your loved ones — not to the government as taxes. If you don’t plan properly, taxes like estate tax, income tax, and capital gains tax take a huge...