I have the pleasure of helping families in Colorado with some of their most important matters.
There are a lot of hard working families here in Colorado. The families that work hard but also work smart are the ones I work with. In many cases, a few hours of estate planning can do more to preserve a family’s wealth than decades of working.
I help families avoid some of largest destroyers of wealth such as…
We usually begin the process by having our clients into our office here in Denver, which is conveniently located right across the street from Union Station.
During the initial consultation we will discuss the client’s family, assets, and their goals.
After we reach an agreement on how to proceed, we will schedule a signing meeting about three weeks later. However, we can expedite the process when necessary.
During the time between the initial consultation and the signing meeting you will receive a copy of your documents to review.
It is important to me that after my clients have created their estate plan they remain confident about their estate plan. So, I welcome calls from my clients regarding their estate plan anytime after they have initially engaged our firm.
I very much enjoy helping my clients and their families. I also enjoy educating others on how to plan their estate. Over the course of my legal career, I have spoken at dozens of events though out Colorado and have taught numerous continuing education classes to other attorneys, CPAs, and professionals.
If you are considering creating an Estate Plan, please give me a call today. I have helped hundred of families in Colorado with their estate planning needs and I would be happy to help you as well.