Estate Planning
Do you know—beyond a shadow of a doubt—what would happen legally and financially to you,
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Do you know—beyond a shadow of a doubt—what would happen legally and financially to you, your loved ones, your money, and everything else you care about if something unexpected were to happen?
If you have an estate plan but it’s outdated, your assets could end up in the state’s unclaimed property fund or tied up in a costly and public court process.
If you don’t have an estate plan at all, the State of Colorado has one for you—and it likely won’t reflect your wishes.
Here’s the bottom line: If you don’t know exactly what would happen to the people you love and the things you own, the first step is to understand what would happen under your current circumstances. Only then can you decide whether any changes are necessary.
What is Estate Planning?
Estate planning is the process of creating a series of legal documents that clearly express your wishes in the event of your incapacity or death. These documents serve as a guide for your loved ones and your advisors to act in your best interest and according to your values.
A thoughtful estate plan may:
- Designate who will make decisions or care for you if you become incapacitated
- Appoint someone to manage your financial affairs if you're unable to
- Outline your preferences for medical treatment and end-of-life care
- Minimize estate and income tax liability during life or at death
- Determine who will inherit your assets
- Nominate someone to administer your estate
Key documents often included in a Colorado estate plan:
- Last Will and Testament or Revocable Living Trust
- Durable Powers of Attorney (Financial and Medical)
- Advance Directives and Living Wills
- Guardianship Nominations for Minor Children
- Burial and Final Disposition Instructions
Our goal is the same as yours: to make things as simple and stress-free as possible for
your loved ones if something happens to you.
