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How Your Family Meeting avoids conflict and secures your estate plan

Because your estate plan will be implemented by other people, it’s vitally important to have good...
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...
Wrapping Up a Loved Ones Estate

Workshop – Letters of Intent

Guide Them Through Your Legacy: How to Write a Letter of Intent January 18th, 2024 – 4 pm A...
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...

Your Legacy Is At Risk. Consider a Professional Trustee.

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

Does your estate planning team know the playbook? Try a family meeting.

The family meeting communicates much more than just the details of your estate plan. Your loved...

5 Most Common Estate Planning Mistakes & How To Avoid Them

5 Most Common Estate Planning Mistakes & How to Avoid Them   Estate Planning Mistake...
Family Funeral Planning

How to Maintain Family Harmony When You’re Gone

“How to Maintain Family Harmony When You’re Gone” When they first come to our office,...