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Estate Planning 101
Everyone has an estate plan, whether they know it or not. The real question: do you have an effective estate plan? We will discuss the basic concepts of wills, trusts, powers of attorney, beneficiary designations, probate and joint tenancy. We will also discuss the minimal documents for anyone to have an effective estate plan, including some things that you can do yourself.

Oct 1, 2020 12:00 PM in Mountain Time (US and Canada)

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Speakers

Kurt Hofgard
JD, CLU, ChFC, AEP @Hofgard & Associates, PC
Kurt Hofgard is an estate planning in Boulder of over 26 years with his firm of Hofgard & Associates, P.C. Kurt enjoys working with clients of all sizes and shapes regardless of wealth. A Boulder native, Kurt graduated from Stanford and Lewis & Clark Law School.