Protecting Your Family - Protecting Your Legacy

SCHEDULE A PLANNING ANALYSIS CONSULTATION

Learn about the 3 Most Costly Mistakes
In Trying to Protect Your and Your Parents’ Estates

I have seen these 3 mistakes often enough – along with the heartache and pain, distress and hopelessness they cause – that I want to warn everybody I can and help avoid these at any cost. I will discuss the why and best solutions during our time together.

  • Not Having A Will or Trust Plan In Place

  • Do It Yourself Planning – Even with the Internet’s Help

  • Not Knowing what is Best – A Will or a Trust Plan

Send A Note

Please provide the information requested below. If you’d like to share with me any key concerns or questions you have, please state them in the “Inquiry” section.

Get Directions

The Conference Room for in person meetings with me is located in Longmont, Colorado. I serve folks who live in all the cities and towns in Boulder County, Weld County, Larimer County and Broomfield County. The Conference Room location is at 2030 Terry St Suite 101, Longmont, CO 80501.

Expert Education & Estate Planning Analysis Consultation

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