estate planning

Apr 23, 20211 min read

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,...

Aug 24, 20141 min read

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...

Apr 28, 20141 min read

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...

Apr 19, 20143 min read

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...

Jun 17, 20131 min read

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...

Aug 12, 20121 min read

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...

Aug 8, 20122 min read

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...

Feb 22, 20121 min read

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...