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Posts tagged "Financial Planning"

What is a spendthrift provision?

Financial struggle knows no prejudice. Hard times can hit anyone regardless of their job, education or family status. Even individuals that are the beneficiaries of trusts can go through a period of financial hardship. People in this situation may wonder what claim a creditor may have to their trust and the assets within it. Fortunately, most well-drafted trusts include a clause known as a spendthrift provision, designed to protect assets from creditors in the event of judgment or default by the beneficiary.

Exploitation by financial planners

You have worked hard your whole life so that you may retire in comfort, or at least without worry. Many times, this means hiring a financial adviser or planner to help manage your accounts. While finding the right planner can offer you peace of mind, finding the wrong one can have dire financial consequences you're not prepared to handle.

Need guidance to find a nursing home in Colorado?

The sheer cost of nursing home care -- and just how to pay for it -- is quite the concern for many Colorado residents. Understandably, people want good care, care they can trust, but also need to balance this against cost and just how the nursing home bill is going to be paid.

The well-written will

Even now, a will is still one of the best ways to ensure that the wishes you have for your estate and belongings are carried out properly. While many times people that are interested in writing a will tend to use pre-formatted versions, all well-written wills start the same, with a complete and accurate list of belongings, assets and debts.

What is life care planning and how can it help me and my family?

In preparing for the future, it can be difficult to know exactly what to plan for, so most people will make sure the basics are covered. Many Colorado residents know it is a good idea to have retirement accounts in place, estate plans completed and wills prepared. However, few may consider or even know about life care planning. In this article we'll discuss what life care planning is and how it can help you and your family.

Is a trust better than a will?

We have talked on this blog about how an estate plan isn't just one document that contains all of the procedures and steps for handling your estate. To the contrary, your estate plan is made up of many documents that consist of many different elements that are under the estate plan umbrella. Wills, trusts, a Life Care Plan and other financial factors come into play in an estate plan. Knowing how all these things function together and ensuring that they are properly coordinated and executed is what having an estate plan is all about.

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