303-454-3711 303-454-3711

Category Archives: Estate Planning

How to prepare financially for being a widow/widower

by Robert Powell, Special for USA TODAY Among the risks that married couples face in retirement, this one is unavoidable. It’s the risk of becoming a widow or widower. And that risk comes with some dramatic consequences, according to a Society of Actuaries report, “Managing Post-Retirement Risks: A Guide to Retirement Planning.” According to that report, […]

Planning for the Future – 10 Tips for Special Needs Families

When caring for a child or loved one with special needs, it’s important to understand what resources are available to you, and what steps can be taken to provide quality care and financial security vital to your dependent’s lifetime needs. With proper planning, you can protect your loved ones and help secure their well-being today […]

Your estate plan needs an update, even if it is new

Reuters / Beth Pinsker Got a dusty old binder with your will and estate plan? Even if you had your paperwork set up a few years ago, all of your documents are now out of date, thanks to new tax laws that went into effect at the turn of the year. “Blow the dust off […]

Do you know the 5 Retirement Housekeeping Moves you should review for 2018?

By reviewing the following items now, you’ll alleviate the stress and frustration of having to manage a loved one’s estate in a pinch. #1: Review IRA beneficiary forms (not your will) to see who you’ve identified to inherit the IRA after you die. #2: Update 401(k) forms. By law, your spouse gets this account if […]

DIY vs. Professional

One of our concerns as elder law attorneys is making sure our clients have well-drafted legally enforceable documents to help them through difficult stages in life, when they can no longer make their own decisions about health care, end of life decisions or financial well-being. It is so very important for people to not only […]

“Born to Be Wild”

“Born to Be Wild” doesn’t mean being unprepared-having a will and disability planning documents like powers of attorney are important!  Be prepared! You worked hard for that bike and all your fun toys in life–make sure you protect what you have! Accidents unfortunately happen–long-term care insurance and a good estate plan are crucial-don’t “ride bitch” […]

Quick Contact Form

Quick Contact Form