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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,...
What is the Cost of a Do-It-Yourself Will? It Could Be Everything.

The 3 Biggest Challenges in Setting Up Your Estate Plan

Only 30% of Americans have a Will or another kind of written estate plan in place. Compare that...
What to Do When a Loved One Dies

What to Do When a Loved One Dies

I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had...

The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)

What is a benefit of a revocable living trust? Bob and Edna Wyatt came to see us when Bob’s...