FULL - Wills and Trusts 101 - Uncommon Solutions to Common Problems


    *** This event is full ***

    Wills & Trusts 101: Uncommon Solutions to Common Problems*

    Kurt Hofgard, an estate planning attorney in Boulder, will explain some of the basics of wills, trusts, powers of attorney, probate in Colorado, and beneficiary designations. In particular, Mr. Hofgard will touch upon the basic estate plan that everyone should have to meet the “5 rights” of estate planning – getting the right assets, to the right people, at the right time, at the right costs, under the right management.

    *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

    Date: March 20, 2013
    Time: 6:00 PM - 7:30 PM
    Location: Elevations Credit Union, Diagonal Branch  ( view map )
    Address: 2960 Diagonal Highway, Boulder

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