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what is legacy planning

How Legacy Planning Builds a Future Beyond Finances

When most people think about estate planning, they tend to only focus on where their assets should...

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...

Webinar – Financial Well Being

“Financial Well Being”  A workshop exclusively for Legacy Protection Plan members and...