The Truth About Estate PlanningTM Series Five Ways to Estate Plan October 12, 2016   10-11:30am Workshop 1 of 3 In this foundational workshop we discuss Wills, Trusts, Powers of Attorney, Living Wills, Settlement and Probate and what happens if you don’t have any of these. RSVP to Ramona by October 5, 2016 at 303-444-1818 or…

The Truth About Estate PlanningTM Series Four Keys to an Effective Estate Plan October 26, 2016   1:30-3pm Workshop 2 of 3 In this second workshop we discuss the keys to consider when determining what type of planning is best for you. We explore the importance of personalized counselling, proper asset ownership, a formal review process…

The Truth About Estate PlanningTM Series Four Estate Planning Challenges November 9, 2016   10-11:30am Workshop 3 of 3 In this final workshop we discuss issues that are often overlooked when deciding how to plan – the importance of asset ownership and beneficiary designations, how to provide instructions for your care upon disability, taxation upon death,…

In observance of Thanksgiving, Lighthouse office will be closed and reopen November 25, 2016.

In observance of Christmas, Lighthouse office will be closed and reopen December 27th, 2016.

In observance of Martin Luther King's birthday, Lighthouse office will be closed on January 16th  and reopen January 17, 2017.

In observance of President's Day, Lighthouse office will be closed on February 20th and reopen February 21, 2017.

In observance of Good Friday, Lighthouse office will be closed on Friday, April 14th and reopen Monday, April 17, 2017.

In observance for Memorial Day, Lighthouse office will be closed on May 29th and reopen on May 30, 2017.

In observance of Independence Day, Lighthouse office will be closed July 4th and reopen July 5, 2017.