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Estate Planning Concern Over Tax Penalties Eased by Portability

January 31, 2014 Posted In Estate Planning,Firm News

Many families in Colorado may not fall into the mega-rich category of the 1 percent. However, it is not just the ultra-wealthy who have estate planning tools at their disposal to protect their assets. In fact, wealth-protection professionals taking part in the 2014 Heckerling Institute on Estate Planning in Orlando focused on portability becoming a…

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Veterans Benefits Can Help with Long Term Care Costs

January 15, 2014 Posted In Firm News,Veterans Benefits

Many veterans are eligible for VA pensions to help pay for assisted living, nursing homes, and home care. There are different levels of pensions but Aid and Attendance and Housebound cover long-term care. However, many do not understand what is available and how to apply. The facility does not have to be a VA facility…

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Leaving Money to Disabled Individuals

January 7, 2014 Posted In Firm News,Trust Administration

If someone living in Colorado has a family member with special needs or a disability, they may want to leave assets for them that can help cover the cost of their care. It is actually a bad idea in some cases to leave these individuals money or property in a will, as it can put…

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John Phillips has now gone to JR Phillips & Assoc. PC.  Justin Blow, Denise Husa, and Lexus Bohan are now with Colorado Estate Matters and can be reached below.