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Class Schedule:

Free Classes

Will The IRS, Lawyers or Creditors

Become Heirs to Your Estate???

These FREE educational programs will be presented by estate planning attorney Linda Sommers Green, who will discuss, in plain English, the proper ways to plan your estate, in order to ensure the orderly transition of your assets. 

·  Learn why a will does NOT avoid Probate and the differences between a will and a trust.

·  Why estate plans done before 2005 may not work.

·  When will the State of Colorado impose its estate plan on your heirs?

·  What is HIPAA and how does it affect you?

·  Do you have a simple but invaluable “Emergency Card” to make sure your Health Care decision-making documents will be immediately available if and when you’re rushed to the hospital?

·  Why your health care and treatment decisions may not be handled immediately, even if you already have a Health Care Power of Attorney or Living Will!

·  Will re-marriage cause your estate to be lost to strangers? 

·  Protect your heirs’ inheritance from divorce, lawsuit, or creditors!

·  How to avoid losing 70% or more of your IRA or 401k to taxes after your death.

·  Protect your loved ones from losing your IRA to a divorce, lawsuit, or creditors!

·  Make certain your IRA is “stretched out” after your death.

·  Everyone loves our program that keeps their estate plans complete and up-to-date.

·  Wouldn’t it be nice to leave your Trustees and Beneficiaries an “Owner’s Manual” that they can turn to for guidance right away when the time comes?  Our LifePlan™ clients have one!