Client Workshop – The TrueWealth Legacy (SM) System

February 13th, 2025 at 4 pm

February 13th, 2025 at 4 pm

Workshop – The TrueWealth Legacy(SM) System

As a profession, we estate planners have pretended that “how you take care of your family when you’re gone” is to sign estate planning documents and pass on your assets. Over 30 years’ practice our founder, Catherine Hammond, has learned that’s simply not true.

What is it you care most about? We are confident it’s not your house, your business, or your bank account. It’s your people. As you plan for the future, while your assets are important, the wellbeing you want for your loved ones won’t come through leaving your money, your house, or your carefully curated art collection and tools. It certainly won’t come through money or assets left without a solid context.

The question is this: have you done enough to truly take care of your family when you’re gone? When you’re gone, what your family will long for is more of you. What have you done so far to leave what matters most to them?

Join us in February 2025 to cultivate your human capital and pass it on, alongside your financial capital.

Your Guide

Catherine has spent the last year creating tools and a system to help you pass not only your financial capital but also your human capital: your wisdom, values, and life experiences, curated in a way that makes them helpful to your loved ones long after you’re gone, and expressed in ways that will last for generations. This is what we call your TrueWealth℠.

As an attorney in Colorado, Catherine Hammond provides estate and tax planning services to individuals and businesses. Ms. Hammond’s primary focus is protecting families from the devastating legal effects of disability and death through creating comprehensive, values-based estate plans which minimize taxes, costs, and government interference. Ms. Hammond will take the time to get to know you as an individual, learning about your life and values. She will work closely with you through an ongoing relationship to ensure your personal and financial goals are met as your life and the laws change over the years.

An attorney since 1993, Ms. Hammond combines a background in business with a wide range of legal and personal experience to provide her clients with a uniquely practical perspective.