Pearson Bollman Law

PEARSON BOLLMAN LAW + VIVID TAX & WEALTH ADVISORS

Your Trust Is Signed—Now What?

Keeping Your Estate Plan and Financial Strategy Aligned

Choose the Date That Works for You
Tuesday, October 13, 2026
6:00–8:00 PM
Wednesday, October 21, 2026
6:00–8:00 PM
Ruth’s Chris Steak House
950 Jordan Creek Parkway, Suite 1100
West Des Moines, IA 50266

A special evening for Pearson Bollman Law clients

RSVP & CHOOSE YOUR DATE

Select October 13 or October 21 on the RSVP form.

Your Estate Plan Should Keep Up With Your Life

You’ve already taken an important step by creating your trust. But signing your estate planning documents isn’t the end of the process.

Changes in your family, assets, health, and financial circumstances can affect whether your plan still works the way you intended. Your financial strategy should remain aligned with the legal plan you put in place.

Join Pearson Bollman Law and Vivid Tax & Wealth Advisors for an informative evening designed specifically for existing clients. We’ll discuss some of the most important questions to revisit after your trust has been signed and when it makes sense to bring your attorney and financial advisor into the conversation together.

What We’ll Discuss

  • Is it time to update your documents?
    Life changes may mean your estate planning documents deserve another look.
  • Is your trust fully funded?
    Make sure the assets that should be connected to your trust actually are.
  • What happens when one spouse passes away?
    Understand the legal and financial steps that may follow.
  • What happens when both spouses pass away?
    Learn what happens when the successor trustee steps into an active role.
  • What about long-term care or incapacity?
    Consider how changes in health can affect both your estate and financial plans.
  • Are your legal and financial plans aligned?
    Know when your attorney and financial advisor should be part of the same conversation.

Meet Your Presenters

Cameron McCarty

Founder & Advisor
Vivid Tax & Wealth Advisors

Cameron McCarty is a third-generation financial professional and lifelong Iowa resident. As founder and president of Vivid, he focuses on helping clients implement tax-efficient strategies as part of their overall retirement plan and financial legacy. He also hosts Retire Vivid on ABC.

Jeff Schultz

Attorney
Pearson Bollman Law

Jeff Schultz has spent more than a decade helping individuals and families navigate legal disputes involving estates and inherited assets. That experience led him to focus on estate planning designed to prevent conflict, protect clients’ goals, and give families greater clarity and peace of mind.

This event is for educational and informational purposes only. The information presented is general in nature and should not be considered legal, tax, investment, or financial advice for any individual situation. Attendance at this event does not create or modify an attorney-client, financial advisory, or other professional relationship. Individual circumstances vary, and attendees should consult with their attorney, tax professional, and financial advisor regarding their specific situation. Pearson Bollman Law and Vivid Tax & Wealth Advisors are separate and independent organizations. Any financial products, investment strategies, or advisory services discussed are subject to the disclosures and regulatory requirements applicable to Vivid Tax & Wealth Advisors.

Reserve Your Seat

Choose October 13 or October 21 below to reserve your seat.