Stewart + Gordon

Stewart + Gordon Estate planning and elder law for families of all shapes and sizes.

In estate planning, money and property are distributed after a loved one passes away. Though many people are familiar wi...
09/27/2023

In estate planning, money and property are distributed after a loved one passes away. Though many people are familiar with wills as a means of distributing assets, trusts can be even more effective.
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The Covid Public Health Emergency (PHE) was officially ended on May 11, 2023 by the federal government. The conclusion o...
09/20/2023

The Covid Public Health Emergency (PHE) was officially ended on May 11, 2023 by the federal government. The conclusion of the PHE also ended a requirement of the Families First Coronavirus Response Act (FFCRA) that kept people continuously enrolled in Medicaid programs through the end of the PHE.
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The use of tax avoidance principles while transferring wealth is a smart way to protect your heirs from excessive taxes....
09/13/2023

The use of tax avoidance principles while transferring wealth is a smart way to protect your heirs from excessive taxes. Still, it requires careful planning and oversight to ensure techniques don’t cross the line to tax evasion.
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In order to help disabled veterans understand and access government benefits, the US Department of Veterans Affairs (VA)...
09/06/2023

In order to help disabled veterans understand and access government benefits, the US Department of Veterans Affairs (VA) operates nationwide offices. Generally, VA disability compensation provides tax-free monthly payments to veterans who became injured or sick during military service or whose condition worsened due to their service.
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We have all witnessed friends and family members die slowly and dehumanizingly as a result of Alzheimer's disease. In th...
08/30/2023

We have all witnessed friends and family members die slowly and dehumanizingly as a result of Alzheimer's disease. In the final stages of this and other dementia diseases, there comes a time when your loved one can no longer speak, recognize family members, or move purposefully.
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Most young parents are not concerned about death or serious illness or injury. As unlikely as such a serious event is wh...
08/23/2023

Most young parents are not concerned about death or serious illness or injury. As unlikely as such a serious event is when we are young, it is a possibility. This is why we pay for medical insurance, disability insurance, and life insurance.
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Trusts are created when someone or a company manages property or assets on behalf of another. The person or entity is kn...
08/16/2023

Trusts are created when someone or a company manages property or assets on behalf of another. The person or entity is known as the trustee and has the responsibility of making decisions in the best interest of the trust beneficiary.
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As federal and state laws change, estate planning is becoming more dynamic to efficiently manage and disperse a person's...
08/09/2023

As federal and state laws change, estate planning is becoming more dynamic to efficiently manage and disperse a person's estate. These laws affect estate planning tax, trust, and charitable strategies, and the higher your net worth, the more critical it is to re-evaluate your plan.
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The Department of Veterans Affairs (VA) offers many veteran benefits programs that are worth learning about if you are a...
08/03/2023

The Department of Veterans Affairs (VA) offers many veteran benefits programs that are worth learning about if you are a veteran or are taking care of one. Often, financial support is available to veterans, their spouses, and survivors.
https://bit.ly/3Kr7lpz

For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws...
07/26/2023

For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws continually change and can impact new and existing estate plans.

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The purpose of probate court is to verify the validity of a will and to ensure that an executor handles the decedent's a...
07/19/2023

The purpose of probate court is to verify the validity of a will and to ensure that an executor handles the decedent's assets, debts, and final tax filings in accordance with the decedent's wishes and the law.
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Before seeking medical care, imagine if you were ill and had to decide if you could afford it. Unfortunately, for many A...
07/12/2023

Before seeking medical care, imagine if you were ill and had to decide if you could afford it. Unfortunately, for many Americans, seeking medical care hinges on affordability rather than medical necessity.
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3650 S. Yosemite Street , Suite 214
Denver, CO
80237

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