Here are just some of the services I can provide:

  • Last Will & Testament

  • Designated Beneficiary Agreement

  • Revocable Living Trust

  • Planning for Unmarried & Same-Sex Couples

  • General Durable Power of Attorney

  • Durable Power of Attorney for Healthcare

  • Testamentary Trust

  • Marital Trust

  • Bypass Trust

  • Parental Delegation of Guardianship

  • Living Will

  • Life Insurance Trust

  • Irrevocable Trust

  • Disclaimer Trust

  • Estate Administration

  • Trust Administration

  • Uncontested Probate

  • …and so much more!

Estate Planning

Estate PlanningI can help you plan for your future to protect your loved ones and your assets.

People avoid estate planning for a lot of reasons. Planning for what happens after your death can be bring up a lot of emotions. It can be a little depressing, a little morbid, maybe just flat-out scary. That is why I am here. I am here to make it a painless and (believe it or not!) even enjoyable experience. After working with me to create the best, most affordable, and most appropriate estate plan for your particular situation, I promise that all you will feel is peace of mind. No more worry, no more fear. That is what I provide to my clients: peace of mind.

No matter how few or how many assets you have acquired over the course of your lifetime, the fact remains that you cannot take any of your assets with you when you die. The assets that you own, including real estate, life insurance policies, banking accounts, and all your personal possessions make up your estate. If you do not provide direction as to how your estate should be handled upon your death, the state most certainly has a plan. For example, if you die without a will in Colorado, the state has very specific statutes that will essentially write your will for you! Keep in mind, however, that a will is only a small portion of an estate plan. In fact, some of your most valuable assets will not even pass through your will, such as life insurance proceeds and retirement account funds. Therefore, it is very important to have a comprehensive estate plan. Some issues you should consider in thinking about your estate plan are:

Providing for Disability

Rather than death, some accidents or health issues can leave you incapacitated and unable to manage your financial affairs. Do not assume that a loved one can automatically take over your affairs! In fact, if you do not appoint a person to manage your affairs upon your disability, the law requires that person to petition a court to declare you legally incompetent. Not only can that be costly, but petitioning a court takes time. To prevent what would undoubtedly be a stressful and costly process, your estate plan should include a financial power of attorney to designate a trusted person to manage your finances. Additionally, you can designate a person to make decisions on your behalf about your medical care should you not be able to make those decisions on your own through the use of a durable power of attorney for healthcare.

Protecting Minor Children & Dependants

If you have young children, or children who are disabled and unable to care for themselves without supervision, you do not want to leave them unprotected in the event of your death. Your estate plan should provide a guardian whom you trust to raise your children in the event of your death. The appointing of a guardian can become especially important if you and your spouse happen to die at the same time or within a short time of each other (if you were both involved in the same car accident, for example). Your children are likely your most precious belonging, and you do not want their future left in the hands of a court.

Tax Planning and Asset Protection

An estate tax is a tax on the value of your assets, taken before any distributions are made to your heirs. As of July 2013, Colorado does not impose astate estate tax. However, your estate plan should still involve tax planning, as your estate may nonetheless be subject to a federal estate tax. This estate tax liability may be able to be reduced or even eliminated altogether through advanced estate planning techniques, giving you all the more reason to consult with an experienced estate planning attorney as soon as possible to take advantage of any potential savings. If you are a member of the military, your estate planning benefits will depend on where you establish residency.

Providing for Pets

Don’t forget your furry friend! In the event of your death, make certain that the care of your pet goes uninterrupted by providing instructions in your estate plan.

Update Your Plan as Your Life Changes

Your estate plan should be evaluated as your financial circumstances change and/or your family changes. Perhaps you acquired another house, or welcomed the birth of another child? Perhaps you married or started a new business? Any time your family and/or financial circumstances change, your estate plan should also be updated to reflect those changes.

Ensuring that you have a proper estate plan in place not only will spare your loved ones with the burden of managing your affairs, but will also grant you peace of mind that your loved ones will be taken care of after your death. I have the skills you need to make sure your estate plan is prepared accurately.

Wondering what this is going to cost you? Click here to learn more about my flat fee estate planning packages.

Ready to get started? Contact me today to start the process of protecting your assets and your family. I am available by phone at (720) 379-3425 or email at  What’s the worst that will happen?

Still on the fence? Schedule a free one hour in-person or Skype consultation to discuss your options. Or visit my video blog to find out The Three Most Important Estate Planning Tools and What Happens When You Die Without A Will.

Questions? Comments? Ready to Go? Click here to contact me or schedule a consultation.

What Can I Do For You?

My office is located in Denver, Colorado, but I work with clients throughout Colorado via my Virtual Law Office. The Virtual Law Office allows me to meet with clients through email, messaging, and even Skype, giving me the flexibility to work with clients throughout the state of Colorado.

Whether you need transactional business services for your start-up or small business or would like to discuss estate planning for your growing family, I can provide personalized, professional, and affordable legal services. I invite you to visit my blog and view my video blog series All Up In Yo’ Business to learn more about me and the services that I provide. When you choose to work with me, you can rest assured that you are choosing a dedicated attorney who will work collaboratively with you to achieve your goals.