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Wednesday, March 20, 2024

Many parents of children with disabilities choose to establish a special needs trust. This can help provide financial support for the child long after the parents or guardian has passed away.

Friday, June 30, 2023

The Supreme Court's majority ruled that the Biden Administration did not have the authority under the HEROES Act to forgive student loan debt. Student loan borrowers must prepare to begin repayment of their loans on October 1, 2023.

Monday, November 28, 2022

As many of you are aware, the Biden-Harris administration has extended the pause on student loan repayment until June 30, 2023. However, there are a few subtleties to this extension that you should be aware of.The payment pause is tied...

Wednesday, October 19, 2022

Inflation continues to be the foremost factor driving economic and market performance. After running red-hot from early last year through the first half of this year price increases have moderated in the past three...

Monday, July 11, 2022

Inflation during the past year has hit a generational high and has caused the end of a very strong economic expansion. The economic expansion may continue, but if it does it will be weakened by surging interest rates and collapsing...

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Monday, May 16, 2022

The S&P 500 Index has declined by approximately 15% since the beginning of the year.  The tech-heavy NASDAQ is down by more than 25%.  These drops have caused some of our clients to wonder whether a recession lies ahead...

Thursday, April 21, 2022

Uncertainty and turmoil marked the first quarter of 2022. The U.S. economy began the year with solid momentum. Last year ended with GDP growing at a nominal rate of 14.6%, more than three times the long-term average. Then the proverbial...

Thursday, March 17, 2022

This article explains directed trusts and how they operate under the Colorado Uniform Directed Trust Act. It includes tips for drafting directed trusts and advising fiduciaries.