Frequently Asked Questions (FAQ)
What information do you need from me for estate planning?
To design an effective and customized estate plan, we’ll ask for:
- Insight into your family dynamics and goals to ensure your plan aligns with your intentions
- A complete picture of your assets and liabilities
- Details on any gifting, business, or tax considerations
- Information about your family members and relationships
What information do you need from me for special needs planning?
To provide accurate advice for special needs planning, we’ll need to know:
- The types of public benefits the individual is currently receiving
- The specific Medicaid program they are enrolled in (if applicable)
- The individual’s diagnosis and prognosis
- Any other relevant personal or financial details that may affect eligibility or planning options
PRESENTATIONS
The Estate Planning Process
Sample Questions to Vet a Trustee
FAQs for Estate Planning
Estate Planning 101
Special Needs Trusts
The Basics of Wills – What Happens if NO WILL
Important Legal Docs Everyone Should Have
LEGAL LINKS
American Bar Association
Colorado Bar Association
Colorado State Judicial Branch
Denver Probate Court
Colorado Elder Law Section
IMPORTANT CAUSES
Colorado Fund for People with Disabilities
Front Range Hospice
Nuclear Care Partners
Colorado ABLE
Retirement Age is Rising
