Estate and Financial Planning

Estate and Financial Planning in Estes Park, CO

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We work with people in designing and preparing their Estate Plan. Unlike some of the estate planning seminar promoters, we have no predisposition towards wills versus trusts, and feel that a client should become educated on the advantages and disadvantages of each component of their Estate Plan. The client should choose the approach that is most comfortable to them. As a result, we prepare everything from simple wills up through complex trust arrangements.

Helping You Prepare

We also work in elder care, and assisting families in dealing with an elderly family member. We can assist you with Medicare, Medicaid, assisted living and end of life issues, such as Medical Power of Attorney, Living Wills, Advanced Directives and other similar arrangements. We also assist in financial planning, although we do not function as financial planners, brokers or dealers. As a result, we can assist you in formulating an overall plan for your financial affairs and refer or assist you in contacting appropriate representatives to obtain more specific information and procure annuities, insurance or securities.

Contact Us Today

Contact us today to learn more about our legal services regarding estate and financial planning or to schedule your free initial consultation! We look forward to serving you.
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