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Posts tagged "Financial Planning"

Elder law is designed to protect a vulnerable population of people

Growing older is a fact of life. Whether you live here in Colorado or elsewhere, as you age, you could become a target for someone who believes you are vulnerable. One form of abuse many older people suffer is financial abuse. Elder law is designed to help protect you from these types of people.

Life care planning can include long-term care insurance

Approaching the latter part of one's life is not a particularly pleasant thing to consider, but it is important to determine certain aspects in advance. This can include how assets will be left to beneficiaries under a will,  or how one wants his or her end of life medical care managed with durable powers of attorney. One point many people here in Colorado and around the country fail to think of is how to pay for long-term care. Allocating certain finances to cover the cost of a nursing home or other facility is an essential part of life care planning.

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.

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.

Financial planning is vital to a surviving spouse's future

Whether they live here in Colorado or somewhere else in the country, it is never too late for older couples to prepare for the future. Financial planning is a vital part of preparing for a surviving spouse's future. This will help the one left behind maintain an adequate standard of living.

Special needs planning for a lifetime of care

Taking care of their loved ones and protecting their assets are primary goals established by many Colorado families. In most cases, the traditional approach of saving for the future, making careful investments and structuring their estate plan in an effort to achieve these goals is the key. However, due to extenuating circumstances, some families discover the critical need for special needs planning in addition to the other more traditional forms of estate planning.

Special needs planning and the Colorado family

Children are a gift. Yet, like most gifts, there are costs involved. When the child in question is a special needs child, the Colorado parent typically discovers that there are additional steps that must be taken in order to ensure that this child is properly cared for in case the parent is no longer able to do so. Special needs planning can play an important role in giving the parents the assurance they need, and the child the security he or she needs, just in case.

Special needs planning required for special needs children

All Colorado families are different. Some families are traditional and have a mom, dad and two kids; other families feature only one parent with one or more kids. Regardless of the family structure, concerned parents plan for their children's well-being. When children with special needs are involved, this special needs planning becomes even more critical.

Special needs planning crucial for family with special child

Planning for the future is an important part of the average Colorado family's routine. As a part of financial planning, the family often funds investment accounts, makes prudent financial decisions and establishes an estate plan. Yet, in spite of this essential planning, parents with special needs children often fail to complete special needs planning for the continued care of the child once they are no longer able to provide this care.

Business succession tips for women business owners

The growth in the nation’s economy since the last recession is unquestionable. It has spawned a number of small businesses, particularly the number of new enterprises owned by women. According to a number of media reports, more than nine million small businesses are owned by women, which accounts for about a third of all active businesses across the country.

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    • ACTEC | The American College Of Trust And Estate Counsel
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