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Check Out UCHealth's Aspen Club for help with your Advanced Directive
"Aspen Club, under UCHealth, was established in 1989 to provide a wide range of program benefits including health education, screenings,...
Steve Martin
Apr 23, 20211 min read
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Estate Planning Lessons from Celebrity Deaths
Roger Wohlner, one of my most-respected financial planners, uses the most recent celebrity deaths to explain some key points of Estate...
Steve Martin
Aug 24, 20141 min read
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Trust for special-needs child’s long term care
The heart of estate planning, for many of us, comes down to one issue: taking care of family. We do our best to make decisions that we...
Steve Martin
Apr 29, 20141 min read
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Non-Financial Legacy Planning
This is a powerful article about Non-Financial Legacy Planning by Gary Williams. I hope you take a minute to read it. Steve...
Steve Martin
Apr 19, 20143 min read
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Build Trust, Prepare Family for Inheritance
As usual – Rick Kahler has written a great article with some powerful ideas worth thinking about – asking whether or not it is wise to...
Steve Martin
Jun 17, 20131 min read
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How to Control Your Heirs From the Grave – WSJ.com
Can you force a grandchild to take a drug test in order to receive an inheritance? Insist your heirs use trust funds only for tuition at...
Steve Martin
Aug 12, 20121 min read
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12 Estate Planning Questions That Might Make You Squirm
This is a great article – and will give you some real ideas to think about in your estate planning. Steve ————————————– This is a guest...
Steve Martin
Aug 8, 20122 min read
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Whitney Houston: Estate planning lesson in a sad, untimely death
The premature death of pop star Whitney Houston should serve as a concrete reminder to financial advisers to make sure that wealthy...
Steve Martin
Feb 22, 20121 min read
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