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  • "Today, wealth advisors prepare...

    assets for heirs. Going forward, advisors will also prepare heirs for assets.”

    – Institue for Preparing Heirs

Estate Planning

Estate planning encompasses two key areas: understanding family values and the tools needed to help preserve those values. What’s important about money to you? What’s your history? What lessons do you seek to pass down to your children and theirs?

These are the most important questions we ask when it comes to estate planning. Once we understand how you desire to leave a legacy, we begin the process of coordinating the tools and people necessary to make it happen.

But estate planning begins long before the end of a life. We have the tools, training, and experience to help you have a conversation with those in your family. We can help guide discussions and broach difficult subjects with your family members. We believe honesty and clarity are essential to a successful transfer of wealth, and we’ve invested the time and resources to learn how to help our clients with this sometimes challenging process. Many of our advisors have attended the Institute for Preparing Heirs, an educational retreat designed to help advisors facilitate a holistic successful transfer of wealth.

Wills are complicated. So is estate tax code. We can help you understand the terms of your will and make the most of your contributions to family, friends or charity. We then help them understand your wishes and teach them the skills they need to responsibly handle your estate. We also:

  • Help you avoid probate court
  • Involve and educate those important to you
  • Help you understand your will
  • Avoid extraneous taxes
  • Ensure your estate goes where you want, how you want

This information is not intended to be a substitute for specific individualized legal advice. We suggest that you discuss your specific situation with a qualified legal advisor.

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Latest Commentary

  • pathway to 2021It’s A New Year! Is It Time To Reevaluate Your Financial Plan?January 25, 2021 - 5:30 pm

    A new year is often a time for fresh starts, intentional planning, and renewed motivation to conquer goals and accomplish things that are important to you. And after the year we just had, a fresh start is just what we need. As you transition into 2021 and all this year will bring, use this time […]

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Prosperion Financial Advisors
8400 E. Prentice Avenue
Suite 1125
Greenwood Village 80111
Phone: (303) 793-3202
Fax: (303) 793-3203
Email: prosperion@lpl.com
© Copyright 2017 - Prosperion Financial Advisors. All Rights Reserved.
Securities, Financial Planning, and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. Prosperion Financial Advisors is not an affiliate of LPL Financial. The LPL Financial Representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY.
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