Specializing in financial and tax planning, risk and portfolio management.
Last month, I spent two and a half days at the National Down Syndrome Congress’ annual convention in Dallas. The NDSC asked me to give a workshop on special-needs planning and I spent the time before my session talking with families and answering …
[Read more...] about Three Steps To Have Your Special-Needs Trust In Place In 30 Days
TV shows and movies look to enhance drama in every scene and a favorite device to create tense emotions when someone dies is the reading of the will. These scenes have the characters sitting on the edges of their seats and we know they are wondering if they …
[Read more...] about Best Intentions Can Ruin Your Plans – Communicate To Preserve Benefits
Families with special-needs members watched with worried hearts and concerned minds as Congress debated and approved changes to the tax code in December 2017. There is a lot at stake for our families – programs like Medicaid and Supplemental Security Income …
There’s a reason the first words from our mouths are “mom” or “dad.” And it’s not just because those are the people we see all the time for the first few months of life. Mom and dad are simple words. One syllable each. Easy to form. Words that do not require …
What are your big ambitions in life? Do you have strategies in place to make them happen? The Blueprints process helps families with a special needs member improve their financial and legal lives so that they can create the best life possible for themselves …
[Read more...] about Blueprints: Three Simple Strategies to Achieve Your Goals
Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887
90 South Cascade Avenue
Suite 1250
Colorado Springs, CO 80903
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