This month, we will be looking at the difference between Wills and Trusts. The requirements for Probate here in Colorado, and ways to avoid or minimize the Probate process. Learn ways to manage disability, and other traditional planning tools; and putting them in your plan! Complimentary Snacks & Drinks will be provided Please RSVP to […]

November brings Thanksgiving, a time to reflect on what we have and to help others. Charitable Planning and Gifting can fulfill these charitable goals as well as provide for tax benefits. This month we will be discussing Lifetime Gifting, Charitable Bequests, Charitable Trusts, and how all these work with your Estate Plan. Light Continental  Breakfast […]

November brings Thanksgiving, a time to reflect on what we have and to help others. Charitable Planning and Gifting can fulfill these charitable goals as well as provide for tax benefits. This month we will be discussing Lifetime Gifting, Charitable Bequests, Charitable Trusts, and how all these work with your Estate Plan. Complimentary Lunch will […]