While creating or updating your estate plan might not seem like the most exciting or pressing item on your list, it’s a crucial part of your financial plan — and possibly the financial plans of those who mean the most to you. But how can you begin?
To give you a head start on making or refreshing your estate planning documents, we’ve invited local estate and trust attorney Erin Connor, Esq., to host our next webinar. On May 13, Erin will present Aligning Your Estate Plan with Your Goals, and we’d like to extend an invitation to you!
Aligning Your Estate Plan with Your Goals
Register for our May 13 webinar and learn all about positioning your estate plan to reflect your values! Guests are welcome, so we encourage you to extend an invitation to others looking to gain a better understanding of estate planning.
Time: 4 p.m. (MDT)
Date: Thursday, May 13
Location: via Zoom
Webinar Info
Whether a life change is around the corner and you know it’s time for an update or you’re just ready to check this one off of your to-do list, our webinar can be your guide to creating an effective estate plan.
In the webinar, Erin will explain how you can approach questions like …
1. Do I need an estate plan?
2. What are the elements of an estate plan?
3. How can I coordinate my estate plan with Financial Planning Fort Collins?
4. What is a trust, and do I need one?
5. What is probate? Should I avoid it?
And if you have questions of your own, stay tuned after Erin’s presentation for your opportunity to join in the live Q&A.
If you’d like to learn more about estate planning and prepare your questions in advance of our webinar, check out our FPFoCo Academy module on the topic! Simply sign in and look for the course titled “Legacy & Estate Planning Basics.”
All About Erin
Erin is an attorney with Sutherland & Connor, LLC. She is a Colorado native and is proud to have been practicing law in her home state since 2000. Erin is accomplished at efficiently and cost-effectively helping survivors carry out their loved ones’ wishes, a process known as estate administration.
The estate plans Erin develops are as unique as her clients. Her clients include single adults, families with young children, aging parents, disabled dependents, as well as blended and non-traditional families. These clients may simply want to preserve a small nest egg for their children or may have substantial wealth that needs to be insulated from taxation and reserved for future generations. Regardless of net worth or their individual family situations, Erin enjoys getting to know her clients and designing straightforward, robust estate plans that meet their needs and exceed expectations for a reasonable fee.
You can learn more about Erin on the Sutherland & Connor, LLC, website.
Grab Your Spot
Registration for this webinar is open. RSVP today, and we’ll see you at 4 p.m. on Thursday, May 13!
If you’re ready to plan your estate to reflect your goals, let us know. We’re happy to join you for any meetings relevant to your financial life — including estate planning! Plus, our Director of Estate and Financial Planning Dan Andrews, CFP®, is available to meet with you as you discuss your legacy wishes.Not a client yet? See if our ensemble approach is right for you.
Head to our services page to learn more about what we do for our clients.