Fort Collins and Denver Estate Planning Lawyers
Serving Clients in the Fort Collins and Denver Area
If something terrible happened to you, and you’re not sure what the people you love would be faced with, you need an estate planning attorney. It’s important to have a clear picture of your legal and financial situation so that you can determine if your current arrangements will suffice. An estate planning attorney from Legacy Law Group can help with all your estate planning needs.
We’ll ask you to complete a wealth inventory and assessment questionnaire before we sit down with you in a Family Wealth Planning session to discuss your options. This will help to identify the assets you own and plan for the well-being of your family. If you need to make changes to an existing estate plan, we will work with you to create a solution to suit your unique circumstances. A great place to begin this process starts with getting the estate planning basics right.
WE PROVIDE COMPREHENSIVE ESTATE PLANNING SERVICES
Our estate planning services are aimed at making things easier for your survivors. A revocable living trust can help your family avoid a long, costly probate process. It can also help to keep estate taxes to a minimum. If you have a lot of assets, we also offer advanced estate planning services and business planning.
Not every estate planning attorney offers personalized plans like we do. Some simply ask you a few questions, choose a plan, then put your family name and information into a template. Your personal business or family lawyer at Legacy Law Group will take the time to get to know you and your family, as well as your concerns and goals. They will explain the process to you and patiently answer all your questions, so they can create an estate plan that is exactly right for you.
Our estate planning services include:
- Kids’ Protection Plans – If you have minor children, you need to ensure they will be taken care of in case of your untimely passing and after you die.
- Family Wealth Planning Session – This two-hour consultation is designed for you and your loved ones to help you to take stock of your assets and create a plan for managing them.
- Probate – Our attorneys will ensure the wishes and directives set in your will are carried out.
- Trusts – Our legal professionals specialize in drafting trusts that keep your family out of court and preserve your assets for generations.
- Wills & Codicils – Plan or modify how you want your property and assets distributed after your death with one of our lawyers.
- Powers of Attorney – If you become incapacitated, this legal document authorizes loved ones to make legal, financial, and healthcare decisions on your behalf.
- Advanced Life Directives – Living wills and health care powers of attorney fall into this category.
- Trust & Estate Administration – Following your passing, our attorneys will ensure all your directives are carried out regarding your estate.
THE LAWYERS OF LEGACY LAW GROUP ENSURE YOU UNDERSTAND ALL THE ESTATE PLANNING BASICS
The first step our attorneys will take is to talk to you about estate planning basics. Estate planning refers to the process of preparing for your passing and deciding how your assets will be handled. Estate planning is not just for elderly people; anyone with assets to protect and a family to care for needs an estate plan.
And our estate and business planning attorneys ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
Our legal professionals ensure your assets are owned the right way throughout your lifetime and that none of your assets will end up going through a long, expensive court process or lost to the state department of unclaimed property because they were missed after your death.
We have created unique maintenance programs to keep your plan up-to-date year after year as well as to give you access to our trusted team of legal experts for guidance on any legal or financial matter.
LEGACY LAW GROUP HELPS YOU TRANSFER YOUR FAMILY WEALTH
Lastly, we know that your financial wealth is only a small part of your overall Family Wealth.
Your “Family Wealth” is made up of your assets that are far more valuable money – and most often lost upon incapacity or death – you intellectual, spiritual and human assets.
These assets are what make you who you are, and sum up what is most important to you.
And a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans focus only on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it.
It’s just not a priority, and then it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime? If you are like most people, you know very little.
That is why we design estate plans that capture and pass these most valuable assets to the people you love.
Not only will we help you pass on your money but also your values, your insights, your stories and your experiences – the truly valuable assets your loved ones care about the most.
We’ll definitely talk about when you come in for your Family Wealth Planning Session.
We look forward to seeing you and caring for your family soon!
Anastasia Fainberg and Matt Meuli
P.S. If you think this all sounds expensive, well you’re right and you’re wrong. We can guarantee you that if you qualify to meet with us, this planning is substantially less costly than it would be for your family if you become incapacitated or die with a plan that doesn’t work or if you don’t have a plan in place at all. We’ve never had a single family who believed in this kind of planning and wanted to put it in place for their loved ones leave our office because they couldn’t afford it. We’ve made creative financing available to our clients because we know that this planning is the foundation for a life of success!