Estate Planning Legal Service – Boulder, CO

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. It is one of the most important things you can do for yourself and those you care about because they ensure that your wishes fulfilled upon your passing and that your loved ones receive their inheritance quickly and easily.  We use secure legal documents like an irrevocable trust to minimize the burden placed on loved ones and maximize your estate (your entire net worth) through reducing taxes and other estate expenses.

“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.”

– Drew

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 consider 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 follow, 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.

​Planning for your family after you are gone 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 decide them for yourself?
• Who will become a guardian and inheritance manager for your children?
• How family members with special needs will provide 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. 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 to determine what changes need to do.

Our firm handles estate planning legal service 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.