Recent Posts
How Long Does the Executor Have to Pay the Beneficiaries?20230908000559
How Long Does the Executor Have to Pay the Beneficiaries?
September 8, 2023
You’ve been named as a beneficiary in a will, and understandably, you’re curious about when you can expect to receive your inheritance. However, the process of estate settlement isn’t as straightforward as it might seem. The executor of the will has several responsibilities to fulf...
What Happens to a House When the Owner Dies Without a Will?20230906133218
What Happens to a House When the Owner Dies Without a Will?
September 6, 2023
Are you curious about what happens to a house when the owner passes away without leaving behind a will? The process can be complex and involves many moving parts. Generally, if the house was jointly owned with another person, such as a spouse or co-owner, the ownership may automatically transfer to ...
Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important20230801145211
Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important
August 1, 2023
Thursday, October 19th, 2023 at 4:00pm Attend in Colorado Springs at the Phyllis A Hammond Educational CenterOr Attend Online via ZoomA workshop exclusively for Legacy Protection Plan Members and Their Successor Trustees.This course will take an in-depth look at the creation of trust shares for bene...
4 Legal Documents You Need for Child Custody if Both Parents Pass Away20230717070824
4 Legal Documents You Need for Child Custody if Both Parents Pass Away
July 17, 2023
When you’re a parent, your top priority is the well-being of your children. You always want to ensure that they’re taken care of and protected. Although it’s unpleasant to think about, what would happen if you suddenly passed away? It’s a tough question but one that needs add...
Repairing Family Rifts: The Transformative Role of Estate Planning20230627134802
Repairing Family Rifts: The Transformative Role of Estate Planning
June 27, 2023
The expanded role of estate planning - from documents to relationships: The foundational part of traditional estate planning has been to arrange for documents that manage the distribution of your assets in case of incapacity and after your death. As such, estate planning has typically focused primar...
Three Stages of Care in Life & How to Plan for Them20230605115846
Three Stages of Care in Life & How to Plan for Them
June 5, 2023
Our clients take the time to create a comprehensive estate plan. Members of our Legacy Protection Plan know that signing and forgetting about their documents provides a recipe for disaster. They send their successor trustees to our annual workshops, Trustee School 100 and 200. They write a letter of...
Ahead of the Game: A Beginner’s Guide to IRA Distribution Rules and Beneficiary Designations for Estate Planning20230506103529
Ahead of the Game: A Beginner’s Guide to IRA Distribution Rules and Beneficiary Designations for Estate Planning
May 6, 2023
Understanding the rules governing IRA distributionsOne of the most important aspects of planning for retirement is making sure that your retirement accounts are properly structured to ensure maximum benefit to you and your beneficiaries. One key element of this planning is understanding the rules go...
FDIC Insurance & Revocable Living Trusts20230316163956
FDIC Insurance & Revocable Living Trusts
March 16, 2023
How a living trust multiplies your FDIC insurance and is an easy way to protect your life savingsOver the last week we’ve been watching the downfall of Silicon Valley Bank, waiting and wondering how everything will play out. Yes, there is sadness for all those whose hard-earned savings has been put ...
Your Legacy Is At Risk. Consider a Professional Trustee.20230308102423
Your Legacy Is At Risk. Consider a Professional Trustee.
March 8, 2023
Your daughter, brother, friend, or neighbor may be perfectly capable of serving as your successor trustee, but there are many reasons they may not be the best choice. Let’s go back a step before we share why individuals you know and trust may not be ideal for this vital role. An important part of es...
Your Family’s Investments Require a Strategic Change20230203154005
Your Family’s Investments Require a Strategic Change
February 3, 2023
An entire generation of investment advice has collapsed in one short year. Traditionally, bonds have been a safe and steady investment. Since the 1980s, generations of advisors have counseled investors to increase the ratio of bonds to stocks in their portfolios as they age. The relationship between...
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