You're exclusively invited to attend
Estate Planning
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the delays and legal fees of Probate Court. Learn various methods and best practices to protect your family from unnecessary costs and wasted time in Probate.
- The advantages and disadvantages of Wills and Living Trusts
- How Probate Court works and why you may want to avoid it for your family
- Common missteps by families raising children with challenges, disabilities or special needs
- Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
- HOW THE NEW SECURE ACT AFFECTS YOUR TRUST AND/OR RETIREMENT ACCOUNTS
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
- Why putting property in your children’s names may be a mistake
- Protecting your home from being swallowed up by nursing home care
- Best practices for naming retirement accounts and Life Insurance beneficiaries
- Learn about our “90 in 90 FORMula™” proprietary process
Evan Frazier, Senior Financial Specialist, AAMS ©
Tekwise Financial Planners
(719) 413-5614
• 15 years in the financial services industry.
• Accredited asset management specialist for over 10 years
• Founder of Tekwise Financial Planners, a Biblically Responsible investment firm.
• Member of St. Francis of Assisi in Castle Rock
• 5 kids
• Benedictine College Alum
• National Social Security Advisor®