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The Best Gift You Can Give Your Loved Ones

The Gift of Meaningful Conversations: Starting Your TrueWealthSM Legacy During the Holidays  The...

Workshop – Taking Control of Your Healthcare Decisions

In Colorado Springs or Live Webinar Via Zoom A workshop exclusively for Legacy Protection Plan...

Purposeful Planning – Leaving What Really Matters in order to Heal the Generations

Catherine Hammond on the Purposeful Planning Podcast. Listen now. John Warnick from the Purposeful...
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It’s About Time Podcast – I’m Dying, How Are You?

I’m Dying, How Are You? It’s About Time Podcast. Listen now.   This week on our...

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...

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...
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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...