The best gift for your family is preparation.

As your family comes together for the holidays, you have a rare opportunity to discuss your estate planning and the future.  Some good conversation starters are:

  • Have you created an estate plan that includes a will or trust?
  • Do you have a care plan in case you get sick and the related legal documents you will need in that situation?
  • If you have planning, where are your documents at?  Have you put your assets into your trust or finished the documents you have begun? 

Due to COVID-19, we do encourage you to utilize technology to have these conversations. Our team is available to help you set up virtual meeting accounts and we offer virtual consultations to help you start this conversation. Email us at or call 303-454-3711 for more information.

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