Many clients are calling to ask about the “fiscal cliff” referenced so often in the pre- and post-election news coverage. The fiscal cliff refers to a $7 trillion combination of automatic spending cuts and tax hikes put in place by the Budget Control Act of 2011, about $600 billion of which will go into effect

Recently Groves Law, LLC has seen an increase in elder financial abuse cases. The rise in cases in our practice has been significant and we wondered about the national statistics on financial abuse of seniors. Not surprisingly, a majority of these cases go unreported leading to speculative statistics. Current estimates indicate that there may be at least

Regardless of the asset, be sure you consistently update the designation to reflect your desires. We recently helped a client who was a beneficiary of her second cousin’s life insurance and pension. Sadly, the deceased failed to update her designations and those she wanted to benefit had predeceased her. While the cousin we assisted was

JOIN US for the first of our events — LOOKING FOWARD Host: Karen Jessey, ChFC, CLU, CFP, RICP & Neill Turner Phone: 303-741-6181 When: Tuesday, February 4 from 5:30 PM to 7:30 PM Where: Wealth Strategies Group, 6455 S Yosemite St #300 Greenwood Village, CO  80111

We are grateful for the support and feedback we received after the launch of Practically Speaking.  Based on suggestions from attendees, we learned that many of you are interested in additional luncheons to address topics impacting women.  Surveys collected after the first lunch revealed that many of you would like information pertaining to care of aging