Davis Schilken, PC

💸 Tax Talk Tuesday 💸
Thinking about taxes? It's crucial to incorporate tax planning into your estate plan to protect your assets and ensure your loved ones are taken care of. Give us a call! We make estate planning simple.

🌟 Join Us at the Legacy Café! 🌟

Don't miss this incredible opportunity to craft and share your legacy. It's not just about money; it's about the stories and values you want to pass on to future generations. Enjoy lunch while engaging in meaningful conversations that will leave a lasting impact.

🗓️ Date: Wednesday, August 28th at 11am
📍 Location: 4582 S. Ulster St., Suite 209, Denver, 80237
🍽️ Lunch Provided
✉️ RSVP to: [email protected]

Let's make your legacy unforgettable!

🍓 Brighten Up Your Day with a Refreshing Fruit Salad! 🍇

Mix up a medley of your favorite fruits like strawberries, blueberries, kiwi, and pineapple. Add a squeeze of fresh lime juice and a drizzle of honey for a zesty kick. Perfect for a summer snack or a light dessert at your next family gathering. It's quick, easy, and bursting with flavors that everyone will love! 🌞🍉

Saturday Serenity ☀️

Take a deep breath, relax, and enjoy your weekend! But while you're unwinding, don't forget—this is a perfect time to review your estate planning documents. A little planning today ensures peace of mind for tomorrow.

Why did the accountant break up with the calculator?
Because he felt they just weren’t adding up anymore! 😄💸

Thoughtful Thursday 🤔
Take a moment to consider who will manage your estate—choose wisely! Your executor plays a crucial role in ensuring your wishes are carried out and your loved ones are protected. Make sure it's someone you trust to handle this important responsibility with care and integrity.

Wellness Wednesday 🧘‍♀️ Health is wealth! Ensure your healthcare directives are in place in your estate plan.

📚🎒 Summer's winding down, and it's that time of year again—kids are heading back to school! ✏️📓 As you gear up for the new school year, don't forget to take a moment to review your family's estate plan. Just like prepping for the first day, having everything in order gives you peace of mind. Here's to a successful, stress-free school year! 🌟

Whip up a crowd-pleaser at your next family gathering with a homemade spinach and artichoke dip!

Ingredients:
1 cup chopped spinach (fresh or frozen)
1 can (14 oz) artichoke hearts, drained and chopped
1/2 cup sour cream
1/2 cup mayonnaise
1 cup cream cheese, softened
1 cup shredded mozzarella cheese
1/4 cup grated Parmesan cheese
2 cloves garlic, minced
Salt and pepper to taste

Instructions:
1. Preheat your oven to 375°F (190°C).
2. In a mixing bowl, combine the spinach, artichoke hearts, sour cream, mayonnaise, cream cheese, mozzarella, Parmesan, and garlic.
3. Season with salt and pepper.
4. Spread the mixture evenly into a baking dish.
5. Bake for 25-30 minutes until bubbly and golden on top.

Serve warm with chips, bread, or veggies. Enjoy!

August Saturdays are all about soaking up the summer vibes! ☀️ Whether you're hitting the pool, firing up the grill, or simply relaxing with a good book, make the most of these warm, sunny days. How are you spending your Saturday? 🌻

🎶 When you’re planning ahead for your family’s plan,
Who you gonna call? Davis Schilken! 🎶

Whether it's wills, trusts, or an estate game plan,
Who you gonna call? Davis Schilken! 🎶

We make sure your legacy stands strong!
Don't leave it to chance, let us handle it all.

🎶 Call us today and secure your peace of mind!
Who you gonna call? Davis Schilken! 🎶

A big thank you to Jenkins Wealth for the amazing opportunity to present on "What to Do as an Executor of an Estate" today! Your support made this event a great success, and we appreciate the chance to share valuable insights with everyone!

Looking to make a difference with your estate plan? Consider these strategies for charitable giving:

- Charitable Bequests: Include gifts to charities in your will.
- Charitable Trusts: Create a trust that benefits both your heirs and a charity.
- Donor-Advised Funds: Make charitable donations and recommend grants over time.
- Beneficiary Designations: Name a charity as a beneficiary of your financial accounts.

Charitable planning is a powerful way to leave a lasting legacy while supporting causes you care about!

🌟 Charitable Planning: Make a Difference with Your Estate Plan! 🌟

Incorporating charitable giving into your estate plan is a powerful way to support the causes you care about, even after you're gone. 💖📜

Benefits include:
- Reducing estate taxes
- Creating a lasting legacy
- Making a positive impact on your community

The Davis Schilken, PC team is here to help you explore options like charitable trusts, bequests, and donor-advised funds. Your generosity can shape the future! 🌍💼

🔍 Understanding Wills vs. Trusts 🔍

When it comes to estate planning, knowing the difference between a will and a trust is crucial.

📜 Wills:
- Take effect after you pass away.
- Outline how you want your assets distributed.
- Require probate, which can be time-consuming and public.

🏡 Trusts:
- Can take effect while you're alive and after.
- Manage and protect assets during your lifetime.
- Can avoid probate, offering privacy and potentially quicker distribution.

Both have unique benefits and can be tailored to fit your needs. Give the Davis Schilken, PC team a call to determine the best option for your situation. We make estate planning simple!!

Research shows that in 2024, less than one-third of Americans have a will. This decline could lead to legal complications, financial burdens, and unfulfilled healthcare wishes. 🏡💼

Why aren't more people planning? Procrastination and misconceptions about the process.

Take action now! Ensure your wishes are honored and your loved ones are protected. 📝💖

👋 Need a crowd-pleaser for your next BBQ? Try this delicious baked beans recipe! 🍽️✨

Ingredients:

4 cups cooked navy beans
1 onion, chopped
1/2 cup brown sugar
1/2 cup ketchup
2 tbsp molasses
1 tbsp mustard
Salt & pepper to taste
Instructions:

Preheat oven to 350°F.
Mix all ingredients in a baking dish.
Bake for 45 minutes, stirring occasionally.
Enjoy this classic side dish with your favorite BBQ delights! 🔥🍖

Happy first Saturday in August! 🌞✨ Embrace the weekend vibes and make the most of these sunny days. Cheers to new beginnings and summer adventures!

😆 Here's a classic dad joke to kick off your day:

Why don't eggs tell jokes? Because they'd crack each other up! 🥚😂

Share a laugh and enjoy the little moments!

🌞 Goodbye July, hello August! 🌻 As we step into a new month, let's embrace new beginnings and fresh opportunities. August is the perfect time to revisit your goals and make the most of the summer days. What are you looking forward to this month? 🌿

Happy Tuesday! Today is a great day to take a step toward securing your future. Whether it's reviewing your estate plan, organizing your finances, or just enjoying some quality time with loved ones, make the most of today. Remember, every small step counts! 🌟

🏢 Attention business owners! It's crucial to revisit your estate plan and ensure your business succession plan is rock-solid. A well-prepared estate plan can safeguard your business's future and provide clarity for your heirs. Don't wait—secure your legacy and peace of mind today.

🥔 Ready for your next BBQ? Bring this creamy and delicious potato salad, the perfect side dish! Boil your potatoes, mix in mayo, mustard, chopped celery, and onions, and add a pinch of salt and pepper. For extra flavor, toss in some boiled eggs and a dash of paprika. Chill it in the fridge and voila! You have a crowd-pleaser that's sure to be a hit. 🥗🍴

🎉 It's the weekend! Time to let loose, have some fun, and maybe dance like nobody's watching! 💃🕺 Whether you're planning a BBQ, hitting the pool, or just lounging at home, make the most of these two days of freedom! Who's ready for some spontaneous adventures and maybe a little bit of silliness? 🎈😄

How do you make 7 even? You take away the S! 🙃

🌟 Thinking about moving away from home? It's an exciting change, but don't forget to update your estate plan! 🏡📜 Your new location could impact your legal documents, property ownership, and beneficiary designations. Ensure your healthcare directives and powers of attorney are valid in your new state. Consult with local advisors to keep your estate plan current and effective. 🌐✍️

A well-drafted estate plan is essential for preventing probate issues and protecting your family. By clearly outlining your wishes, you can ensure a smooth transition of your assets, minimize disputes, and provide peace of mind for your loved ones. It's not just about who gets what; it's about preserving harmony and security for your family's future. 🏡💼

Estate planning is about more than just distributing your assets. It's also crucial to document your healthcare preferences to ensure your wishes are honored. Include advanced directives like a living will and healthcare power of attorney in your estate plan. This way, your medical decisions are respected, even if you can't communicate them yourself. 🏥📋

🍝🌞 Beat the heat with a refreshing summer pasta salad! Cook your favorite pasta, then toss with cherry tomatoes, cucumber, bell peppers, red onion, and fresh basil. Add some mozzarella balls for a creamy touch. Dress it with a simple vinaigrette made of olive oil, lemon juice, salt, and pepper. Chill before serving to let the flavors meld. Perfect for a summer picnic or BBQ!