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Compassion, talent and dedication:
guiding colorado families and Their Trusted Advisors During Times of Need

What is a guardian

  • A guardian is responsible for a protected person’s medical and health care decisions, and for their well-being.
  • A guardian may be appointed by the court for an adult who is determined to be an “incapacitated person.”
  • A guardian cannot be the same person or entity as the conservator

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Recent Blog Posts

Is an irrevocable or revocable trust best for your needs?

A person who has assets to pass down to their heirs and beneficiaries can sometimes do that in a will. However, many people opt to use trusts because they can bypass the probate system. The individual who creates the trust can set certain terms for the disbursement by...

3 reasons you might need a guardianship to support a loved one

The idea of a guardianship makes many people feel uneasy. Plenty of concerned and loving adult children of aging parents delay seeking a likely necessary guardianship because they don't want to limit their parents' independence or damage their relationship. It is easy...

What exactly is “legacy planning?”

Legacy planning refers to planning for leaving behind not only assets and inheritances but also life lessons, personal values and memories. Legacy planning is unique because it involves much more than what you’ve earned and the legal matters that have to be attended...

Protect your elderly loved one with these 4 tips

Whether your elderly loved one is living at home or in a nursing home, they are going to be exposed to scams and situations where others try to take advantage of them. Unfortunately, it is not uncommon for the elderly to be taken advantage of, so it’s important for...

New parents need to look at their estate plan

Having a new child is a high point in a parent’s life, but it’s also a time when careful planning becomes a priority. One thing that new parents need to think about is their estate plan. Even if they already had one, it will probably need to be changed so that they...