Workshop – Understanding Your Estate Plan 2024
May 23rd and October 24th, 2024
“Understanding Your Estate Plan
– A MUST ATTEND WORKSHOP FOR ALL CLIENTS”
May 23rd, 2024 at 4 pm
October 24th, 2024 at 4 pm
Attend in Colorado Springs & Live Webinar Via Zoom
-This is a MUST ATTEND Workshop for ALL Hammond Law Group Clients and their Successor Trustees.
Register Today if you haven’t had the opportunity to join us yet!
You’ve completed the process of designing and signing your estate plan with a good understanding of the main components. You have a successor trustee in place.
But how does it all work together? Does your successor trustee understand what is expected and when it will be needed?
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What does “funding” your trust mean?
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What happens to assets if they are not owned by your trust?
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What is the difference between a trustee and a successor trustee?
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What are your responsibilities as a trustee?
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What life events will change the effectiveness of your trust based estate plan?
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How long does a financial power of attorney typically remain effective?
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When and how does a living will give financial powers of attorney to your spouse?
When the time comes, don’t let you or your family be confused.
Attend this workshop and learn:
- How to maximize the effectiveness of your estate plan
- If you have overlooked transferring anything into your trust
- The answers to your questions about your estate plan
- The role of your successor trustees and the answers to their questions
This is a fundamental workshop for all trust clients of Hammond Law Group and your successor trustees. Register today!
Author Bio
Catherine Hammond is the CEO and founder of Hammond Law Group, a Colorado-based estate planning law firm she founded in 2005. With a strong focus on protecting families from the legal consequences of disability and death, she creates comprehensive estate plans that minimize taxes, costs, and government interference.
A native of Denver, Catherine completed her undergraduate studies at Coe College in Iowa, and her Juris Doctorate from the University of Denver College of Law in 1993, concentrating on estate planning, tax, and mediation. Catherine is a member of various professional organizations, including WealthCounsel, ElderCounsel, the National Academy of Elder Law Attorneys, the Colorado Springs Estate Planning Council, and the Purposeful Planning Institute. Beyond her legal expertise, Catherine provides transformational coaching to support clients and their families through life transitions.
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