Estate planning can be confusing and difficult to understand. Over the last twenty years, I have learned the value of keeping it simple. We pledge to be aware of your values while educating you of your options. We will advise you of the long-term costs of proposed "solutions" and share "Real Life" experiences. We view protecting and preserving your values as the main goal of estate planning. We make sure our proposed strategies will not interfere with that goal, but rather work hard to make sure we see your plan through your eyes.As a member, past officer and frequent speaker of the Colorado Springs Estate Planning Council, I have had the privilege of working with some of the finest minds and informed Estate Advisors in Colorado. As the conference chair of the American Institute of Certified Public Accountants Financial Planning Conferences for 1999 and 2000 and former Chairman of the AICPA Financial Planning Division from 1993 to 1995, I have met and shared strategies with some of the most advanced estate advisors in the nation.
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