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Schlender & Stone P.C.

Overview


Estate Planning and Administration

Overview - The Four Pillars of Estate Planning
In the first pillar, Trust Planning, we examine the advantages of using trusts, including one of the hottest topics in estate planning today — the use of trusts to keep assets in the family for generations, passing them by blood instead of by marriage. Second, in Long-Term Care Protection, we’ll discuss the three options for protecting assets from nursing home expenses and six ways for clients to reduce the cost of long-term care insurance. Sound Financial Planning has become a key third pillar in developing a comprehensive estate plan. With people living ever longer, a sound financial plan ensures that the estate will be preserved until the bequest is made. Here, we address the value of getting a second professional opinion on the client’s financial plan and the benefits of portfolio diversification. Finally, the fourth pillar is IRA and 401(k) Planning, including the new distribution rules and the benefits of stretching out the IRA.

-View an Overview
-View the First Pillar
-View the Second Pillar
-View the Third Pillar
-View the Fourth Pillar

For more information on how we can help you with an estate plan, you may request our FREE Estate Planning Guide, come to one of our FREE Seminars or contact us at our offices.

Contact us today for your free initial consultation!
Schlender Law Firm serves clients throughout Boulder, Larimer, and Weld counties, including the communities of
Longmont, Lyons, Loveland, Ft. Collins, Greeley, Windsor, Berthoud, Louisville, Lafayette, Superior, Broomfield and Estes Park.

The information you obtain at this site is not, nor is it intended to be, legal advice.
You should consult an attorney for individual advice regarding your own situation.

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