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…