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Attend Our Free Workshops

FREE Estate Planning Essentials Workshop

Upcoming Workshops (In Office)

 
  • Wednesday, June 26th at 1:00 p.m.
  • Thursday, July 11th at 6:00 p.m.
  • Thursday, July 25th at 10:00 a.m.
  • Tuesday, August 6th at 1:00 p.m.

Join Attorney Skipton Reynolds

  • Easy Ways to Protect Your Estate.
  • How to avoid probate – especially during your life.
  • Will your Power of Attorney work when you need it to?
  • Is your General Power of Attorney a “Super Blank Check” or powerful enough?
  • How to protect your IRA when left to your beneficiaries
  • How to protect your assets for you, your spouse and your heirs.
  • The differences between Wills, Revocable & Irrevocable Trusts (& why you should have one, or none).

FREE Fiduciary Workshop

UPCOMING WORKSHOPS (VIA ZOOM)

  • Check back for future Fiduciary Workshop dates!

Fiduciary Bootcamp – The Roles & Responsibilities of Your Estate Planning Agent

Agents with financial or medical powers of attorney, executors and personal representatives of estates, and trustee are all “fiduciaries” -- people with heightened legal duties to those they serve.  You may have nominated fiduciaries, or you may be serving as one. Do you know what that means?

At this free educational workshop, we will walk you through the importance of being nominated a fiduciary and how to get very clear on their roles and legal responsibilities in order to avoid unanticipated legal liability.  In this presentation you will discover:

  • What is a Fiduciary?
  • Who are your Fiduciaries?
  • Fiduciary duties
  • What skills and abilities does a Fiduciary need?
  • What it means to serve as a Medical Power of Attorney or Health Care Proxy
  • What it means to serve as a Financial Power of Attorney
  • What is a Will and the Personal Representative’s Powers and Responsibilities
  • What is a Trust and the Trustee’s Powers and Duties
  • … And much more!

Don’t miss this very important topic to make sure you nominate the best person, make sure you understand your roles as a fiduciary – and best of all – your fiduciaries understand their roles.

Register today!

Client Testimonials

"The firm understands Elder Care & Estate Planning. Skip comes to his work through his heart!!"

- Cindy K.

Our Core Values

Committed to excelling in all areas of estate planning
  • Service
    A strong commitment to positively impacting ourselves, our clients, & our community.
  • Collaboration
    Acknowledging & contributing to the advancement of the common purpose.
  • Integrity
    Internal motivation & accountability towards honestly achieving the highest standards.
  • Adaptability
    A willingness to be open and flexible to changing circumstances & to new or different ideas and methods.
  • Empathy
    Acting with consideration & compassion to understand & relate to the experiences & perspectives of others.

Let Us Be Your Guide

WE'RE HERE TO HELP YOU NAVIGATE THE ESTATE PLANNING PROCESS

Our widespread estate planning services deal with your assets during and after your lifetime. We will address the many concerns for you and your loved ones. Call (720) 770-3880 or contact us online for more information today. 

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