Estate Planning Legal Service - Boulder, CO
Planning your dealth is one of the most loving, thoughtful things you can do for your loved ones. Trying to save a few dollars now could create unnecessary problems and expenses for those you love. It happens all the time; and, it’s just not worth it.
Your estate plan will have several elements: a will, powers of attorney, a living will, and in some cases, a trust.
Together, we will ensure that the following issues are addressed:
Who will inherit your assets
Who will handle your financial affairs and care for you if you are ever incapacitated
Who will make medical decisions for you if you should become unable to make them for yourself
Who will become guardian and/or inheritance manager for your children
How family members with special needs will be provided for without disrupting government benefits
Ensure that the transfer of your business goes according to your wishes upon your retirement, disability or death
Minimize unnecessary legal fees and taxes
We know these are matters that most of us don’t want to think about. But whether you are 25 or 95, a comprehensive Estate Plan will provide a map for your loved ones to follow should you become incapacitated or upon your death. It is one of the most loving things you can do to care for those most important to you.
If you already have an estate plan, it’s important to review it with trusted attorneys every 5 years or any time there is a change in your life circumstances.
Estate planning is not a one-time event. It’s an ongoing process. Laws governing estate planning and the federal estate tax exemption, which determines the amount you may leave to heirs free of federal tax, change frequently. Your circumstances may have changed as well. It is always wise to review your plan every few years in order to determine what, if any, changes need to be made.
Our firm handles estate planning for Boulder, Broomfield, Adams, Denver and Weld Counties and Northern Colorado.
Contact us today to discuss how we can help you get your affairs in order or to review your current estate plan.
“As we started our family, my wife Erin and I wanted to make sure we put a good framework in place in case something happened to one of us. We contacted Jody to help us write our wills and establish our estate plan, and Jody and her team did an excellent job at a reasonable cost. Jody was easy to work with, explained all the issues and options clearly and completely, and overall did a very professional job. We would recommend Jody to families or individuals looking for assistance with estate planning or other legal needs.”
Our firm has an estate planning attorney in Boulder, CO that specializes in estate plans that help you control your wealth now and in the future. We can give you and your family peace of mind. Estate plans are one of the most important things you can do for yourself and those you care about, because they ensure that your wishes are fulfilled upon your passing and that your loved ones receive their inheritance quickly and easily. We use strong legal documents like an irrevocable trust to minimize the burden placed on loved ones and maximize the value of your estate (your entire net worth) through reducing taxes and other estate expenses.
Ensure that your assets are distributed to the people you love and care about.
For those who die without a will, the cost and burden placed on loved ones can be
extremely high. If you are considering a DIY estate plan on your own, perhaps with forms found online, we implore you to stop and reconsider. Working with attorneys to create your estate plan will ensure that nothing important is
inadvertently left out, all federal and state laws that govern estates are followed,
and the least amount of taxes, legal fees and court costs are incurred. Even if you
have a trust, establishing a will that takes care of holdings outside of that trust is vital.