Hofgard & Associates, P.C.

Home | Firm Profile | Estate Planning Learning Center | Services | Contact Us

HofgardLogoColorSmall2012.jpg

1510 28th Street, Suite 275 Boulder CO 80303  Phone: (303) 449-0055 |  Fax: (303) 953-5363 | hofgardlaw@gmail.com 

At Hofgard & Associates, we are dedicated to developing our clients into informed decision makers. We put you in control, first by listening and then by working with you to design unique solutions that help deliver an effective estate plan.

Everyone has an estate plan, but not everyone has an effective estate plan that satisfies the "5 rights:"

 

  1. Right ASSETS to the
  2. Right PEOPLE at the
  3. Right TIME at the
  4. Right COST under the
  5. Right MANAGEMENT.

 

 

Please feel free to visit our estate planning learning center for a free online education.

 

 

   

We offer the following services:

  • Estate Planning (Wills, Trusts, Powers of Attorney)
  • Business Planning (Corporations, LLCs, etc.)
  • Probate Administration Assistance

Class Updates

Next classes:

Tuesday December 2, 6 pm, Elevations Credit Union, Boulder

 Wednesday December 3, 6 pm, Elevations Credit Union, Longmont

See elevationscu.com, or call our office at 303-449-0055 for details.

Horizontal Divider 12


HofgardLogoColorSmall2012.jpg

Sunday, September 14, 2014

Do you really need a living trust?

Probate in Colorado is relatively simple and inexpensive.  In fact, for a living trust, a lawyer might charge you 5-6 times what probate fees would be.  A will is ofen a better, simpler, and less expensive centerpiece for an estate plan.

Living trusts are an important estate planning solution in the right situation, such as when a client has real property in another state, when a client desires complete privacy, or when a client needs financial mangement of his or her assets by an institution (e.g., bank or trust company) in case of incapacity.

However, if you don't fit one of the above situations, it is doubtful that you really need a living trust. And, contrary to what you may have been told, living trusts really have nothing to do with taxes vis-a-vis wills.

Don't be a sucker for a lot of expensive legal paper -- call us today to see if you really need a living trust.

4:18 pm mdt 

Monday, September 23, 2013

Claim your "5 Rights" -- create an EFFECTIVE estate plan

You might have an estate plan in place (a basic will or trust), but is it an EFFECTIVE estate plan? An effective estate plan meets ALL of the 5 rights of estate planning, not just 3 or 4.

For example, does your will leave everything to your kids beyond your spouse, but outright? If so, they have unfettered access at age 18.  Contact us today to discuss how we can help you craft an EFFECTIVE estate plan.

10:18 am mdt 

Wednesday, September 18, 2013

Estate Planning is Like Insurance -- You Might Not Need it Until it is Too Late

In my 20+ years of experience in both insurance and estate planning, I've seen one commonality with both:  people often don't get around to getting it done until it is too late.  

 Anything can happen in life, as we've seen in Boulder County these last few days. If someone depends on you, get life and disability insurance, put an effective estate plan in place (wills, powers of attorney, advance directives, beneficiary designations). Your loved ones deserve it. 

9:14 am mdt 

Tuesday, September 17, 2013

Grateful to Live and Work in Boulder County

Yesterday, the sun finally came out.  I thought to myself, "This is what Noah and his family must have felt like at the end of the 40 days."

Friends and clients, Hofgard & Associates is going strong and ready to assist as we all rebuild.  Our off-site facility for safekeeping estate planning documents is high, dry, and completely undamaged by the floodwaters.  Please let us know if we can help, either by calling or dropping by our office at 1510 28th in Boulder.  Though the bike path 100 yards away is 10 feet under Boulder Creek, we're fine here. 

9:31 am mdt 

2014.09.01 | 2013.09.01

Link to web log's RSS file

Hofgard & Associates, P.C. * 1510 28th Street, Suite 275* Boulder, Colorado * USA * 80303 Phone: (303) 449-0055 * Fax: (303) 953-5363

Powered by Register.com