Our Services
Strategic Estate Planning for Every Stage of Life
Estate planning attorneys play a critical role in helping clients structure their estates to ensure their wishes are carried out after they pass, but to be truly effective, they often need to collaborate with a range of other professionals. Here are some reasons why this collaboration is so important:
Collaboration with Your Financial Advisor
- Drafting legally sound wills to ensure your assets are distributed according to your wishes
- Creating revocable and irrevocable trusts to protect your wealth and minimize estate taxes
- Establishing special needs trusts and charitable giving strategies
Retirement & Wealth Transfer Planning
- Structuring retirement plans to maximize savings and tax efficiency
- Developing succession plans for family businesses and privately held companies
- Implementing wealth transfer strategies that preserve your family’s financial legacy
Asset Protection & Tax Strategies
- Helping clients safeguard assets from unnecessary taxation and legal claims
- Optimizing estate plans to reduce probate costs and estate tax liabilities
- Advising on Colorado-specific estate laws and financial regulations
Guidance for New Families
- Helping new families create a secure and personalized estate plan for the future
- Guiding families through essential steps to protect their assets and loved ones
- Providing comprehensive estate planning services to ensure peace of mind for the next generation
Planning for Incapacity & End of Life Decisions
- Preparing powers of attorney and advance healthcare directives
- Establishing Medicaid planning strategies to protect your assets while ensuring long-term care
- Guiding families through elder law planning and special needs arrangements