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,...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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