Timely Event at Highlands Ranch Senior Center in Highlands Ranch, CO

Preserving Your Estate

Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy

Event Details

Highlands Ranch Senior Center
200 E Highlands Ranch Pkwy, Highlands Ranch, CO 80123

Event Options:

– Tuesday, January 13 at 6:00 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?

 

Join us at Highlands Ranch Senior Center for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:

  • What’s changing in estate and legacy planning as we head into 2026.
  • Advantages and disadvantages of wills and trusts.
  • Strategies designed to reduce tax exposure when transferring assets to heirs.
  • How to plan your estate to make sure it passes on to your loved ones most efficiently.
  • How probate works and, more importantly, strategies to help you avoid probate altogether.
  • Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
  • Identifying the documents needed to preserve your estate.
  • Establishing a power of attorney and why it could be important.
  • Strategies to help preserve heirs from blowing their inheritance. 
  • Leveraging dollars for planned charitable giving.
  • Why putting property in your children’s names may be a mistake. 
  • Developing a plan to pay for nursing home expenses if needed while in retirement.
  • And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have an estate plan in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.

67% of Americans

have no estate plan.¹

Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.

Will

Meet Your Hosts

Joe Harl | The Guardian Group
Growing up in Western Oklahoma, I was surrounded by the Oil & Gas industry, a field that shaped my career and my understanding of resilience, adaptability, and the power of preparation. After attending Southwestern State University, I spent over 20 years in the industry, advancing from a Wireline Engineer to LWD Engineer, Service Coordinator, and ultimately Operations Manager, where I led a team of over 300 engineers. Each role reinforced my belief in the importance of trust, strong leadership, and financial security. Through my years in Oil & Gas, I’ve seen firsthand how quickly circumstances can change. The volatility of the industry taught me that having a solid financial plan isn’t just important—it’s essential. That’s why I’m passionate about helping individuals and families create a financial strategy that gives them more stability, more options, and more confidence—no matter what’s ahead.For me, relationships matter most. Over the years, I’ve built meaningful connections with people navigating career transitions, layoffs, and financial uncertainty. Whether you’re just starting out, preparing for retirement, or somewhere in between, I’m committed to helping you take control of your financial future so you can focus on what matters most.In early 2020, my wife, Tyler, and I made the move to Denver, Colorado, and immediately knew we had found home. When I’m not working with clients to help them realize their financial potential, you can find me on the golf course, traveling, or exploring everything Colorado has to offer—from mountain getaways to local breweries.
Anna Burr | Burr Law

Anna Burr is the owner of Burr Law, a probate and estate planning law firm in Aurora. She focuses primarily on helping families and aging communities, and has earned the Certified Senior Advisor designation. Anna was born and raised in Colorado. She attended law school in Chicago, Illinois. Her husband, Dylan is a photographer and they have two daughters, Laurel, 15 and Nola, 12.

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¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html

Licensed Insurance Professional. Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC, a Registered Investment Advisor. CreativeOne Wealth, LLC and The Guardian Group are unaffiliated entities and neither are affiliated with Burr Law. We do not provide legal, tax, or accounting advice or services, and we are not associated with, or endorsed by any government agency. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product or to establish an advisory relationship. Licensed Insurance Professional. Attend and learn how insurance or investment products can be used in various stages of planning for retirement income. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.