LifeCycle Consulting works with families in planning for current and future financial needs.

We provide professional guidance to guide families in the critical aspects of estate planning. This includes providing assistance in finding the right professional resources to implement the plan.

We provide assistance with the following*:

Estate Plan Review Senior Life Plan Denver Colorado
  • Medicaid Compliant Funeral Trust Plans
  • Long Term Care Insurance
  • SPIA (Single Premium Immediate Annuities)
  • Life Resource Planning
  • Evaluating your existing estate plan
  • Developing and implementing an estate plan
  • Handling real estate property, personal property  and joint ownership of property
  • Discussing trusts, trustees and powers of appointment
  • Discussing how to make gifts, to whom, what type of gift and when
  • Discussing  powers of attorney, advance medical directives and living wills
  • Discussing the expenses of administering an estate
  • Assisting families in finding resources needed to complete an individual and/or family plan
  • Guidance to various professionals:
Attorneys – Business, Estate, Family, etc.
CPA’s
Insurance Agents
Investment Representatives
And more... (see list at right)
 

 

"I have worked with Mike Roberts in several capacities throughout the past seven years and have always found Mike to be professional, ethical, extremely knowledgeable and a pleasure to work with.”

– Jennifer

Resources

As professional elder living advisors,we interface with many professionals to create your Life Care Plan.

Caregiving Services

Certified Public Accountant

Elder Law & Other Attorneys

Estate Planning and Trust Review

Family Advocates

Financial Advisor

Funeral Planning

Identity Theft Prevention

Life & Health Insurance Agents

Long Term Care Insurance

Medicaid Specialists

Medicare Insurance Agents

Mortgage Specialists

Nutritionist

Real Estate Agents

Trust Administrators

Veterans Aid & Attendance Benefits Planning