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Workshop – Unsabotage Your Estate Plan

Has it been a while since you reviewed your plans?   Concerned life changes will affect them?...
fdic coverage for trust accounts

How to Maximize FDIC Insurance Coverage for Revocable and Irrevocable Trust Accounts

FDIC insurance is like a safety net for your bank accounts. It covers up to $250,000 per depositor,...
how much does an estate have to be worth to go to probate

How Much Does an Estate Have to Be Worth to Go to Probate in Colorado?

Losing a loved one brings enough heartache without having to untangle legal processes just to...
what voids a will

Is Your Colorado Will Valid? Check for These 6 Fatal Flaws That Can Void Your Wishes

Are you gambling with your final wishes? Don’t let your Colorado will fall victim to fatal...
how long does the executor have to pay the beneficiaries

What’s the Time Limit for an Executor to Pay Out Inheritances?

Losing someone close to your heart is hard enough. Waiting months with no update on your...

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...
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...