by Rebecca Maytubby | Feb 28, 2024 | Financial & Legal
Caring for an older adult, such as a parent or spouse, can be rewarding — but it can also require significant time and resources. To alleviate some of the financial impacts, there are multiple tax-deductible expenses caregivers should know about. When you take a look...
by Colleen Burke | Jan 30, 2024 | Financial & Legal
As our loved ones age, the conversation about their future care becomes inevitable. It’s a conversation filled with love, concern, and sometimes, a bit of confusion. After all, navigating legal terms like Advance Directives, Guardianship, and Power of Attorney...
by Rebecca Maytubby | Jan 24, 2024 | Financial & Legal
A property tax exemption is available for senior Colorado residents or surviving spouses, provided they meet the requirements. You must apply by July 15 of the year in which you seek an exemption. Applications postmarked by July 15 are valid, but you have to wait for...
by Nicole McGann | Jan 8, 2024 | Financial & Legal
The start of a new year provides an ideal opportunity to review your estate plan, whether creating one for the first time or updating an existing one. This allows you to clearly understand your financial and legal affairs and ensures that your estate plan accurately...
by Colleen Brooks | Jan 8, 2024 | Financial & Legal
Losing a parent is one of life’s most difficult experiences. Grief, coupled with the sudden responsibility of managing their affairs, can feel overwhelming. While this journey is deeply personal, understanding the essential financial and legal steps can ease the...
by Claire Samuels | Aug 11, 2023 | Financial & Legal, Living Communities
Your family has determined an elderly loved one needs extra care to age happily and safely. But with a variety of senior living options available, you may not be sure about the most suitable option. The cost of elder care is a major deciding factor for many families....
