Blog

Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important

Attend in Colorado Springs at the Phyllis A Hammond Educational Center Or Attend Online via Zoom A...
legal documents for child custody if parents die

4 Legal Documents You Need for Child Custody if Both Parents Pass Away

When you’re a parent, your top priority is the well-being of your children. You always want...
mother and daughter embracing

Repairing Family Rifts: The Transformative Role of Estate Planning

The expanded role of estate planning – from documents to relationships:  The foundational...
Three Stages of Care in Life & How to Plan for Them

Three Stages of Care in Life & How to Plan for Them

Our clients take the time to create a comprehensive estate plan. Members of our Legacy Protection...

Ahead of the Game: A Beginner’s Guide to IRA Distribution Rules and Beneficiary Designations for Estate Planning

Understanding the rules governing IRA distributions One of the most important aspects of planning...
FDIC Insurance & Revocable Living Trusts

FDIC Insurance & Revocable Living Trusts

“How a living trust multiplies your FDIC insurance and is an easy way to protect your life...

Your Legacy Is At Risk. Consider a Professional Trustee.

Your daughter, brother, friend, or neighbor may be perfectly capable of serving as your successor...

Your Family’s Investments Require a Strategic Change

An entire generation of investment advice has collapsed in one short year. Traditionally, bonds...

Why You Should Review Your Estate Plan

Make Sure Yours Isn’t Out-of-Date Horror Stories from Out-of-Date Estate Plans   Our clients...