Being retired and having assets to pass along is fortunate. But large, unexpected medical expenses can really start to drain even the most well-managed wealth. What steps should you consider in order to prevent this from happening? In this post, we will use an FAQ...
According to a recent CNBC report, estate taxes are surprisingly not the biggest threat to estate plans – families are. The reasons for this follow familiar patterns of human conflict: miscommunication, unrealistic expectations and a history of family drama. Even so,...
The National Council on Aging reports that approximately one in ten seniors over the age of 60 have experienced some form of elder abuse. The term itself is very broad and encompasses physical, sexual or emotional abuse along with financial exploitation, neglect and...
We all want to protect our loved ones. When our family members are no longer able to care for themselves, be they grandparents, adults with special needs or children, their protection becomes a high priority. In Colorado, legal guardianships and conservatorships are...
Most of our closest friendships are with people in a similar age group. With age, the news in 80-year-old and 90-year-old circles becomes who is moving to assisted living, how long a recovery from a stroke will take or when a funeral will take place.A recent New...
It’s not that often that football and estate planning are in the same sentence. But wealthy families are the owners of many of the National Football League teams. With this come succession issues as many owners enter their 80s and 90s. Denver Broncos ownership was one...
For aging singles in Colorado, estate planning may not come into mind as frequently as it would for married couples. And it is not just a myth, Denver has been known for its numbers of single men resulting in a moniker of “Menver.” For singles who have no children or...
Life doesn't stand still, either abstractly or concerning estate matters.The rule of thumb has long been that changes in your family structure trigger the need to review your estate plan to ensure that property will still be distributed according to your wishes. Such...
The sandwich generation refers to those caring for their children/grandchildren and elderly parents. The number of families in this category will likely increase as the baby boom generation ages and millennial couples delay starting their own families.In 2017, the...
Recently, two large chalkboards were propped against the wall next to Purple Door Coffee in the Five Points neighborhood. The question posed was not typical coffee shop fare. Written across the top, the sentence started, “Before I die I want to….”A...
