Learning Center

Learning CenterBlog

Stay up to date with our latest blog posts. Blogs are posted weekly and are an excellent resource for consistent learning on targeting estate planning topics.  I invite you to subscribe to the blogs to automatically receive this applicable content. Read More>


Learning CenterNewsletters

Stay up to date with our latest blog newsletters. These newsletters are sent out monthly and address estate planning topics in more detail than blogs.  I invite you to subscribe to “Your Trusted Counselor” to automatically receive these newsletter at the beginning of every month. Read More>


Learning Center

Radio Show

Beginning in 2017, I will begin participating in the Retirement and IRA Show on Saturday mornings from 8:00 – 10:00 a.m.  The show’s topic is proper retirement planning and how it interacts with your estate plan.  The focus of the show is always to help our listeners learn. Read More>


Learning Center


Seminars are scheduled live events at various locations in the Denver Metro area and in Northern Colorado in which I teach others about important and relevant estate planning topics. These are excellent learning opportunities, and I invite you to attend. Read More>


Learning Center


Webinars are fantastic opportunities to learn more about the estate planning world and how wills, trusts, powers of attorney, and other strategies can positively impact your life and the lives of your loved ones. Even more conveniently, you can learn from the comfort of your own home. Read More>


Learning enterEstate Planning Deficiencies Checklist

The purpose of the Estate Planning Deficiencies Checklist is to allow you to review your own estate plan on your own time and pace. I invite you to fill out this Estate Planning Deficiencies Checklists. Read More>


Learning Center

Legal Topic Library

The Legal Topic Library organizes this website into legal topics, such as business creation, trusts, wills, incapacity planning, and business succession. I invite you to study estate planning topics that are relevant to your unique situation. Read More>