Your complete estate plan based on all of your assets, goals, wishes, and family dynamics
Life, Disability, and Long Term Care insurance options to provide for asset savings strategy and pass wealth tax free.
A complete plan to help you create a financial vision, retirement planning, investments, etc.
a complete tax strategy for wealth preservation and planning
a complete tax strategy for your business.
planning your goals and business finances.
key person insurance, buy-sell, general liability and other types of business insurance.
review and/or set up of your business structure, contracts, agreements, leases, buy-sell, business succession agreements.
If you are a business owner, the LIFT service will offer you, as the owner, everything, that the traditional LIFT includes, and will also provide the following:
Helping you make sense of estate planning, elder law and guiding small business succession planning is a trust that we do not take lightly.
Our goal is to provide exceptional service that supports the generations of your family.
Serving families, individuals & businesses throughout Colorado we work diligently on our clients behalf. No matter your age or story, one of the best moves you can make is to protect the life you have worked to build, both now and in the future.
Do you know what would happen legally- to you, your loved ones, your money and everything else you care about – if something unexpected happened to you?
If you have an estate plan and it’s out of date, your assets could be lost to the State Department of Unclaimed Property, or to an unnecessary Court process.
If you don’t know exactly what would happen for everyone you love and everything you own, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.
Estate planning is about understanding your values and creating a plan that meets your goals and wishes. At Legacy Law Group, we will make sure to create a plan that is exactly right for you.
Serving as a trustee entails a huge level of responsibility and liability. We have seen many instances where the person named as trustee will have limited background or experience in carrying out the legal and financial duties that come with administering a trust.
When a loved one dies it can be a confusing time in which you are in immense grief while also needing to make sure you handle all the technical details of locating assets, paying bills and making sure your loved one’s assets get to the right people, without conflict. We are here to help.
If you are facing an elder law issue, an elder law attorney, like ourselves, can help you and your family navigate the landscape of aging.
You deserve to enjoy your golden years unburdened with worries about incapacity, public benefits, and long-term care. Your plan should focus on your care and protection as your advance in age.
As an elder law attorney serving Denver, CO and the surrounding areas we understand that elder law can vary from state to state. Having an attorney that is highly skilled in protecting you from being exposed to legal jeopardy is exactly what we are able to offer here at Legacy Law Group.
Estate planning for a family with special needs children comes with a complex set of financial, social, and medical issues that some lawyers are ill-equipped to handle. But the experienced special needs planning attorneys with Legacy Law Group are dedicated to ensuring your child with special needs will be well taken care of when you’re no longer able to serve as the primary caregiver.
We offer a variety of estate planning tools and strategies designed to accommodate the unique circumstances presented by children with special needs and their families in Colorado. We can help you pass on the financial assets needed for your child to live a rich quality of life without jeopardizing their eligibility for government benefits. We’ll also assist you in finding and appointing a trusted guardian and/or trustee to look after them in the event of your death or incapacity. And we’ll help with locating the best residential opportunities—as well as the means to pay for them.
If you are a parent of minor children (or those with special needs) who are counting on you, Your estate plan must begin with your children would always be taken care of by the people you want, in the way you want, no matter what happens.
A Kids Protection Plan® is a set of instructions, legal documents and even an ID card for your wallet, which you need to have if you have kids at home who count on you for their well-being and care.
If you are in an accident, your Kids Protection Plan® will make sure your children are never taken into the custody of Child Protective Services, strangers or the care of anyone you wouldn’t want because the authorities don't have clear instructions from you.
At Legacy Law Group, one of our areas of greatest expertise is planning for the well-being and care of the children you love.
Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.