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January 2019 Archives

Experienced elder law attorney essential in altering trusts

The Colorado couple did their homework, decided that an A/B trust was the appropriate option for their circumstances and the plan was put in place. But, then life happened. One of the spouses died and the surviving spouse wants to alter beneficiaries of the trust. Due to the nature of this type of trust, there are limits as to what can be done; the individual will want to work closely with an elder law attorney to determine the appropriate course of action.

Estate planning and digital assets

When a Colorado resident dies, his or her estate typically passes on to the beneficiaries. However, in reality, this is not always the case. While technology has made keeping in touch with friends and managing financial accounts easier, it has also created concerns that should be addressed in the estate planning process.

Myths about financial power of attorney for elder care

More adults than ever before expect to care for aging senior family members. They realize their loved ones may eventually become unable to care for their financial or medical needs. The senior's family may secure both a financial and medical power of attorney while mom or dad is still competent to sign the forms. A durable financial POA is used to make the person appointed as POA an "attorney-in-fact" to deal with financial third parties in place of a parent, with the same rights as the parent. 

Don't forget to include this important part of care coordination

When making plans for the future, there are a lot of things to consider. One of them is what would happen in the event that a Colorado resident is no longer able able to make decisions on his or her own behalf.  There are estate-planning documents that can help with respect to health and care coordiantion, as well as financial matters should that occur.

Understanding Colorado guardianship rules

When a loved one is unable to care for him or herself, family members may struggle to make the best choices. There may be financial concerns, such as managing the estate of an elderly parent who is showing signs of dementia. Perhaps most urgently, family and friends may worry about the health and well-being of their loved one. At some point, they may have to reach an agreement about whether guardianship is the best option.

Special needs planning critical for families with special needs

Raising a family and planning for its future can be a daunting task even in the best of circumstances. But for those Colorado families faced with the additional challenge of a special needs family member, this task is often magnified. In this case, special needs planning is a critical component of estate planning for the family's future.

Remarriage and estate planning

After your mother died, you took care of dad. Now things have changed. Your dad remarried, and she also has grown children. The two of them are not wealthy, but they did get comfortable estates when their other spouses died. Is it appropriate to have a conversation with your dad about his estate plans now that he has remarried?

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Louisville, CO 80027

Phone: 303-720-7260
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    • Super Lawyers
    • Super Lawyers
    • ACTEC | The American College Of Trust And Estate Counsel
    • Top Lawyers 2015 | 5280
    • ACTEC | The American College Of Trust And Estate Counsel
    • Top Lawyers 2015 | 5280
    • Life Care Planning Law Firms Association
    • National Academy of Elder Law Attorneys, Inc
    • NELF | National Elder Law Foundation