Tag: estate planning
Charitable Giving & Legacy Planning in Boulder County, CO: Donor Advised Funds and Other Tax-Smart Philanthropic Strategies
Many families in the Boulder area place a high value on supporting causes that are important to them. At Peak Asset Management, we often see...
Read More
How To Choose a Trustee or Executor for Your Colorado Estate Plan: Tips for Boulder County Families
Choosing a trustee or executor is one of the most important and often undervalued decisions in an estate plan. In many cases, the fiduciary role...
Read More
Consider these 12 Questions to Create a Comprehensive Estate Plan in Boulder County, Colorado
If you’ve spent years building wealth through disciplined investing, equity compensation, or real estate, you’ve likely started thinking about how to protect and pass on...
Read More
How Will 2026 Estate Tax Changes Impact You?
As the Director of Wealth Strategies and Legacy Planning at Peak Asset Management in Louisville, CO, Jason Foster, JD, AEP®, routinely works with individuals and...
Read More
Do I Need a Will or a Living Trust in Colorado? What Boulder, CO Area Families Need to Know in 2026
Families in Boulder, Louisville, Lafayette, Superior, and surrounding areas often reach a point where they want to ensure their hard-earned assets pass smoothly to the...
Read More
