My approach to recommending estate planning solutions is to consider all the options available to accomplish the client’s objectives. Next, I balance the cost and complexity of more involved strategies against the risk of simpler approaches. The...
Read moreElder Law Decision Making
I hiked the Manitou Incline at the base of Pike’s Peak this summer along with my daughter, son-in-law, and daughter-in-law. The trail is one mile up the mountain covering 2700 steps that translates into 2000 vertical feet from 6500′...
Read moreHow will the proposed tax changes affect estate planning?
Our office recently held two workshops on how the proposed changes in the tax law will affect estate planning. One of the workshops was attended by potential clients and one of the workshops was a round table discussion with our trusted advisors...
Read moreLong Term Care
After years of advising clients on the benefits and costs of long term care insurance my wife and I decided we should purchase insurance for ourselves. Our decision recognized that statistically at least one of us would need assistance with daily...
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