Estate Planning – Wills and Trusts

Estate Planning boulder lawyerEstate Planning is the term generally used to describe legal documents used to pass the assets owned by a person at his/her death. Without proper estate planning, the assets in your name at your death may pass to heirs chosen by the State of Colorado through intestate succession. Taking proper care when planning your estate is one of the best ways to protect your family’s welfare, ensure your wishes are followed, plan for a possible disability, and utilize and maximize the current lifetime exemption amount for estate tax purposes. 

A carefully crafted estate plan enables you to:

  • Keep assets accessible to provide for your needs
  • Appoint for financial and medical decision-makers should the need ever arise
  • Provide nominees for guardianship and conservatorship for minors or mentally disabled adults
  • Preserve funds inherited by minor children to provide for their support, health and education
  • Plan for special needs adults or minors and non-traditional family units
  • Provide for charitable tax savings and gifts

Stevens, Littman, Biddison, Tharp & Weinberg, LLC’s estate planning attorneys give practical advice with sensitivity and compassion.  Our experience working with clients from a variety of economic backgrounds is an asset—we tailor estate plans to fit your distinct financial circumstances and provide valuable insight regarding what options best suit your needs.

We employ the following tools when planning your estate:
  • Simple and complex wills
  • Trusts
  • Insurance policies
  • Family partnerships
  • Conservatorships
  • Guardianships
  • Powers of attorney
  • Living wills

Estate Planning & Probate Administration

Our attorneys have experience filing and administering wills through the probate court system.  We review your legal situation and determine whether you need a lawyer to see you through the entire probate process or administer only a portion of it.  We also help resolve probate disputes and, when necessary, represent clients in probate litigation.

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