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Estate Planning & Trusts in Denver Colorado


Common Estate Planning Goals

A solid estate plan will pass on your assets in a way that is consistent with your values and goals. Estate planning can also help you take care of your family in the event you are unable to do so yourself.

Some common goals of estate planning include:

  • Controlling the distribution of your assets
  • Helping protect your assets against the high costs of long-term care
  • Managing your financial and legal affairs if you become disabled
  • Expressing your wishes with regards to medical care, and designating an individual to make medical decisions for you if you are unable to do so yourself.
  • Providing for your family in the event of your death or long term disability
  • Minimizing delays and frustrations of estate settlement
  • Helping your family avoid unnecessary estate tax liability
  • Benefiting a charity

Estate Planning With Life & Long-Term Care Insurance

If you become ill or disabled, the long-term health care expenses can rapidly deplete your retirement savings and all your other assets as well.

A solid estate plan takes these possibilities into consideration.

Additional Estate Planning Considerations

Your attorney will discuss the numerous strategies available for helping to reduce estate taxes and for transferring wealth to your heirs. In addition, using trusts in your estate plan may help you meet many of your estate planning goals.

Working with your tax and financial advisers

An attorney can help you with the estate planning process and should work closely with you and your tax and financial advisors to implement the estate planning strategies that are consistent with your values and goals. Contact us to learn more.

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