estate planning

serving the communities of Fremont, Chaffee, Custer & Park Counties

Ensure you have an estate plan to avoid major pitfalls in the future due to lack of planning. 

We can draft a basic will and power of attorney package for an affordable cost or create a more elaborate estate plan depending upon your individual circumstances.

The process may involve working with your financial and tax advisors to develop a plan customized for your needs.

■  Last will and testament (a legal instrument that permits a person [personal representative] to make decisions on how your estate will be managed and distributed after your death)

■  Revocable living trust (a relationship created where you [Grantor] nominate a person [Trustee], who is typically yourself or an alternate if your are unable to act, hold your property [trust assets] subject to certain duties to use and protect the assets for the benefit of the Grantor and the Grantor’s beneficiaries)

■  General durable power of attorney (where you appoint an agent over your financial affairs when you need help)

■  Elder Law helps the elderly and their loved ones deal with difficult late-in-life legal matters such as age discrimination, long term care planning, medicaid planning and Conservatorships/guardianships.

■  Medical power of attorney (where you appoint an agent over your medical treatment and end of life decisions when you are unable to make your own decisions)

■  Advanced directives (a document that sets forth your explicit instructions as to the acceptance/rejection of medical/surgical treatment in the event you have a terminal condition or are in a persistent vegetative state)

■  Quitclaim deed (a deed transferring your ownership interest in real property during your life)

■  Beneficiary deed (a deed to avoid probate which is recorded during your life and conveys your ownership interest in real property to a beneficiary upon your death)

■  Planning for disabled parents or children (make sure you have a plan that addresses their future situation, such as a caregiver agreement, trust, etc.)

■  Conservatorship (a court action where a person is appointed to manage your financial affairs if there is no power of attorney in place)

■  Guardianship (a court action where a person is appointed to manage your “person,” where you live, medical treatment, etc., if there is no power of attorney in place)