Estate Planning 101

Estate Planning 101
Wednesday, February 26, 2020
Lakewood, CO. Exact location will be provided upon RSVP.
Located at:

Compare your current plan with what you really need! We have all heard tragic stories about fortunes lost and families torn apart upon a person’s incapacity or death. Conversely, you will enjoy peace of mind when you get your affairs in order.  Come to our class if you want to learn the following: 

  • There is a Federal law that essentially makes plans prepared before 2004 ineffective.

  • Why medical professionals cannot speak with your loved ones in the event of your incapacity and how to prevent that from happening.

  • How we can protect your assets from your beneficiaries’ creditors, divorce, and ex-spouse.

  • How to properly plan for heirs with disabilities and special needs.

  • How to ensure that if you pass, and your spouse remarries, your kids don’t get disinherited!

  • The dangers of putting your kids’ names on your house and bank accounts!

  • How to prevent your ex-spouse from accidentally inheriting your assets.

  • Why avoiding a conservatorship and guardianship is more critical than avoiding probate!

  • Important differences between a will and a trust. 

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390 Union Boulevard, Suite 280, Lakewood, CO 80228
| Phone: 303-984-9900

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