Legacy Planning

Your legacy is more than just your financial accounts. We can help with not only passing the most money to your heirs, but also preserving those things that are more important than money. ​

We’ve partnered with several national level firms as well as local Elder Law and Estate Planning attorneys to provide comprehensive legacy planning.

As a founding member of the Southern Colorado Senior Care Alliance (SCSCA), we provide expertise and knowledge to address all major areas of concern for our senior population. To learn more about the SCSCA, click here.