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estate planning checklist

The Ultimate Estate Planning Checklist for 2023

You’re not alone if estate planning feels overwhelming. It’s a crucial step in securing...

How Long Do You Have to File Probate After Death in Colorado?

You’ve just lost a loved one, and you’re grieving. On top of that, you’re faced...
anyone can inherit the house

Anyone Can Inherit the House. The Lucky Few Inherit the Wisdom, Direction, and Values That Made the House Possible.

Healthy, Wealthy and Wise Podcast, August 5th, 2023 Patrick Johnson, CFP featuring Catherine...

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...