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,…

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 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…