It’s hard to believe that it was almost two years ago when we first wrote about ABLE accounts. While similar to college savings accounts, these accounts allow those with disabilities to have savings accounts without affecting Supplemental Security Income (SSI) and...
Compassion, talent and dedication:
guiding colorado families and Their Trusted Advisors During Times of Need
Month: February 2017
A grandfather becomes abusive (from later-diagnosed dementia) and alienates family. An adult child stops taking medication to treat severe mental illness and goes off the grid. A cherished granddaughter continues to lose a fight against addiction.What options exist...
Fiduciary – in general this term is used for investment professionals. But if you have been appointed a trustee by a family member or friend, you need to know your duty.Personal liability for losses or unrealized gains is even possible when allegations of risky...
Why is it so important to leave a road map for loved ones after you are no longer able to make decisions or communicate your wishes? If you fail to put your wishes in writing, the state of Colorado will use a default (intestacy law) to determine what happens. With...
Statistics out of the Census Bureau indicate that about 800,000 Americans will lose their spouses this year. Widows and widowers make up 25 percent of the over-65 population totaling more than 14 million.What happens to an estate after death? Most people have little...
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