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...

Your Legacy Is At Risk. Consider a Professional Trustee.

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

To Roth or not to Roth

Tax advantages for IRA conversions A good financial advisor will use different tools available in...

Is it time to re-allocate some of your assets?

A New Interest Rate Environment Most people hold bonds as a conservative posture in their portfolio...
Buzz Aldrin’s Revocable Living Trust: Has It Lived Up to Its Goal?

Buzz Aldrin’s Revocable Living Trust: Has It Lived Up to Its Goal?

For younger generations, the name Buzz brings to mind the courageous but occasionally impulsive...
Protect Your Assets from Lawsuits and Creditors - photo of Lego warrior Olaf from Frozen movie

Protect Your Assets from Lawsuits and Creditors

Why Do I Need to Protect My Assets? Protecting your assets isn’t a concern reserved for the very...

Why You Need to Include Digital Assets in Your Estate Plan

The digital age has made many aspects of life much more convenient. We simply post a photo to...
How to Protect Yourself and Your Assets from Elder Abuse

How to Protect Yourself and Your Assets from Elder Abuse

On August 30, 2013, Rudy and Rennie North were home when there was a knock on the door. On...
Pet Trusts

Ensuring Your Pets are Cared For with a Pet Trust

From the moment you first look into your fuzzy little friend’s eyes, it touches your life and...