Lunch & Learn: Don't Let Your Legacy and Finances Become a Legal Dumpster Fire (Chamber, Member & DWBA Event)

This engaging and eye-opening presentation from Kinney Law Office and Matt Watson from Edward Jones explores the real risks of failing to plan — and the simple steps families can take to protect their wealth, their loved ones, and their peace of mind.

Through real-world examples, common estate planning myths, cautionary tales (including some of the strangest wills ever written), and a clear explanation of how probate and guardianship actually work, attendees will learn:

• The five biggest estate planning mistakes families make
• What happens if you die without a plan in Colorado
• The difference between a Will and a Trust
• How to avoid probate delays, court costs, and family conflict
• How to plan for incapacity before a crisis occurs
• What is means to leave a financial legacy

This presentation combines practical legal education with humor and storytelling to make a serious topic approachable and empowering.

Attendees will walk away understanding how to keep their legacy from “going sideways” — and how to build a plan that provides protection, guidance, and love for the people who matter most.