Blog

LPP Workshop – Understanding Beneficiary Trust Shares: What Protections They Afford and Why They’re Important

Thursday, November 13th, 2025 at 4:00pm Attend in Colorado Springs at the Phyllis A Hammond...
Family Funeral Planning

How to Maintain Family Harmony When You’re Gone

“How to Maintain Family Harmony When You’re Gone” When they first come to our office,...
What is the Cost of a Do-It-Yourself Will? It Could Be Everything.

The 3 Biggest Challenges in Setting Up Your Estate Plan

Only 30% of Americans have a Will or another kind of written estate plan in place. Compare that...

Thank you Denver! 20 Year Anniversary Party!

You’re Invited! Your 20 Year Client Appreciation Party! You’re Invited! Celebrate 20 Years of...
What to Do When a Loved One Dies

What to Do When a Loved One Dies

I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had...

The Five Most Common Successor Trustee Mistakes (and How to Avoid Them)

What is a benefit of a revocable living trust? Bob and Edna Wyatt came to see us when Bob’s...

Is it time to re-allocate some of your assets?

A New Interest Rate Environment Most people hold bonds as a conservative posture in their portfolio...

Why you should barely notice a good estate plan in an emergency.

My friend and her husband arrived at the surgery center on a sunny Friday morning. She had tucked...

How to Avoid Estate Planning and Probate Scams

How to Avoid Estate Planning and Probate Scams How disappointing and frustrating it would be to...