News

The Colorado Guardianship Process

Why do I need a Guardianship? There are a number of reasons that a person may want to seek a…

10 years ago

A Case Study

A few months ago, I met with a family with the following set of circumstances; Sue, the mother, has cancer;…

10 years ago

Income taxation of First Party Special Needs Trust. Why I do not believe Section 674(c) applies to First party Special Needs Trust.

A reversion is a power to reclaim possession or enjoyment of the trust property. If at the creation of the…

10 years ago

NAELA Commends House Passage of Older Americans Act Reauthorization Act

Click here to read the NAELA article entitled "NAELA Commends House Passage of Older Americans Act Reauthorization Act."

10 years ago

Protecting Assets from Long Term Care Costs

Douglas had to place his mother in a nursing home. Douglas consulted a social worker who told him that he…

10 years ago

You’ve Been Appointed Trustee of a Trust – Here are Eight Do’s and Don’ts to Get You Started

It can be an honor and a burden to be appointed trustee of a trust. What responsibilities have been thrust…

10 years ago

Brad is quoted in MarketWatch

Brad is quoted in a MarketWatch article entitled, "Caring for Older People's Finances can Boost Independence," dated May 21, 2015.…

11 years ago

Brad quoted in NerdWallet

Brad is quoted in an article entitled "Long Term Care Insurance: It's Not for Everyone."  Please click here to read…

11 years ago

Brad Quoted in PBS NewsHour

Brad is quoted in an article entitled "Navigating the Complexity of a Long Term Care Insuarnce Policy.  Click here to…

11 years ago

Inherited IRAs in Bankruptcy: New Pitfalls and Opportunities

The recent case of Clark v. Rameker, 134 S. Ct. 2242 (2014), the U.S. Supreme Court unanimously ruled that inherited…

11 years ago