5299 DTC Boulevard, Suite 1101, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

AUCTORIS Certifies all Four Advisors with the Institute for Preparing Heirs

AUCTORIS Certifies all Four Advisors with the Institute for Preparing Heirs

May 2, 2014

GREENWOOD VILLAGE, COLORADO [May 8, 2012]– AUCTORIS is pleased to announce that all four of its Wealth Planning Advisors have successfully completed an intensive training program on Family Dynamics and Wealth Transition offered by the Institute for Preparing Heirs (www.preparingheirs.com). This program qualifies Richard Hartmann, William Roberts, Korbett Roberts and Wendell Letsinger as knowledgeable resources for families and individuals on wealth transfer planning.

One of the single biggest challenges facing families today is ensuring that the heirs remain in control of their assets and family unity after the estate transfer. Estate planning is more than just preparing the assets for heirs, it’s just as important to prepare the heirs to receive and manage wealth.

AUCTORIS believes it is important for successful families and individuals:

  • To learn why 70% of families lose their assets and family harmony following the transition of the estate to heirs
  • To utilize the tools available to assess a family’s current “readiness” for wealth transition and how well prepared the heirs are to retain family harmony and assets
  • To understand the best practices an “at risk” family should follow before the estate transfers

If you would like to learn more about the tools and resources available for the benefit of your family, or if you would be interested in attending a private briefing on the topic of Your Estate Plan is Set, But are Your Heirs Prepared?, please contact AUCTORIS.

AUCTORIS was founded in 1978 by Principals Richard Hartmann and William “Bill” Roberts. AUCTORIS serves high net worth families and business owners and performs values-based estate planning, values-based business succession planning, values-based philanthropic planning and life insurance. AUCTORIS’ headquarters are located in Greenwood Village, CO with satellite offices in Scottsdale, Arizona and Waco, Texas. The firm is a member of M Financial Group, one of the nation’s leading financial services design and distribution companies. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of successful entrepreneurs, corporate executives, and Fortune 1000 companies. For more information about AUCTORIS, please visit www.AUCTORIS.com.

Contact Information:

Frances Mickelson, Director of Marketing
AUCTORIS – Headquarters
5350 South Roslyn St., Suite 310
Greenwood Village, CO 80111

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