Estate Planning

As estate planners, our role is to understand your family, your property, and your values and to plan your legal affairs in accordance with your informed wishes. We have many longstanding clients, and we have counseled a number of local families for generations.

A typical estate plan will involve at least three documents: a will (or a will and revocable trust), a power of attorney for financial matters, and a power of attorney for healthcare matters. The central function of these documents is to (i) make arrangements for the management of your personal, healthcare, and financial affairs if you become incapacitated; (ii) provide instructions for the efficient transfer and management of your assets after your death, and (iii) provide instructions for the care and financial maintenance of your children, descendants, or other beneficiaries.

Individuals and families with significant assets often require planning that (i) involves lifetime and after-death strategies to minimize estate taxes and income taxes; (ii) protects assets from potential creditor claims and from the creditors of heirs and other beneficiaries; (iii) addresses the winding up or succession of a business; and (iv) insures that estate taxes or business-succession expenses can be paid without having to liquidate property.

Estate planning is our core service, and each attorney and para-professional at this firm looks forward to developing and maintaining longstanding and collegial relationships with our clients.

 


Informational Brochures

Adobe PDFEstate Planning (PDF – 250kb)
An estate plan is a written plan of how you want your assets to be owned, managed and preserved during your lifetime and how you want them disposed of upon your death. Your attorney often designs an estate plan to incur the least possible taxes and other costs.

Adobe PDFWills in Colorado (PDF – 1.4 MB)
A will is a legal document that directs how your assets will be given away after your death. It allows you to give away some or all of what you own, including your real estate, cars, business holdings, money and personal property. Your property may be given to anyone you choose, with certain exceptions, after your estate debts are paid.

Adobe PDFIntroduction to Estate and Gift Taxes – Publication 950 (Revised September 2008)
If you give someone money or property during your life, you may be subject to federal gift tax. The money and property you own when you die (your estate) may be subject to federal estate tax and the gross income of your estate may be subject to federal income tax. The purpose of this publication is to give you a general understanding of when these taxes apply and when they do not.

More Estate Planning Resources…