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Check Out UCHealth's Aspen Club for help with your Advanced Directive
"Aspen Club, under UCHealth, was established in 1989 to provide a wide range of program benefits including health education, screenings,...

Steve Martin
Apr 23, 20211 min read
Estate Planning Lessons from Celebrity Deaths
Roger Wohlner, one of my most-respected financial planners, uses the most recent celebrity deaths to explain some key points of Estate...

Steve Martin
Aug 24, 20141 min read
Trust for special-needs child’s long term care
The heart of estate planning, for many of us, comes down to one issue: taking care of family. We do our best to make decisions that we...

Steve Martin
Apr 28, 20141 min read
Non-Financial Legacy Planning
This is a powerful article about Non-Financial Legacy Planning by Gary Williams. I hope you take a minute to read it. Steve...

Steve Martin
Apr 19, 20143 min read
Build Trust, Prepare Family for Inheritance
As usual – Rick Kahler has written a great article with some powerful ideas worth thinking about – asking whether or not it is wise to...

Steve Martin
Jun 17, 20131 min read
How to Control Your Heirs From the Grave – WSJ.com
Can you force a grandchild to take a drug test in order to receive an inheritance? Insist your heirs use trust funds only for tuition at...

Steve Martin
Aug 12, 20121 min read
12 Estate Planning Questions That Might Make You Squirm
This is a great article – and will give you some real ideas to think about in your estate planning. Steve ————————————– This is a guest...

Steve Martin
Aug 8, 20122 min read
Whitney Houston: Estate planning lesson in a sad, untimely death
The premature death of pop star Whitney Houston should serve as a concrete reminder to financial advisers to make sure that wealthy...

Steve Martin
Feb 22, 20121 min read
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