Our Services

Strategic Estate Planning for Every Stage of Life

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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

Our team is committed to empowering you with the knowledge and tools to make informed estate planning decisions.

Whether you’re just starting your financial planning journey or updating an existing plan, we’re here to help every step of the way.