What Makes Up A Comprehensive Estate Plan

The estate planning process is necessary and critically important, and should not be delayed. When the time comes to execute your plan, you want everything to run smoothly, quickly and privately. You also want to avoid family disagreements.

From an office in Colorado Springs attorney Ron Williams helps individuals develop and implement tailored estate plans. By having a plan, you can ease the burden on your family and other heirs, allowing them to avoid what is often a time-consuming and complex probate process.

Protect Your Family And Reduce Hassles

The right estate plan will help you maximize your gifts to your beneficiaries; it should not break your bank. By offering only the highest quality professional legal services, but at affordable and competitive rates, we will help you explore available options for conserving your assets. Our goal is to help you minimize costs and lessen the time and hassles surrounding your estate administration.

We will make sure your estate plan considers all your areas of concern, including privacy, disability planning, charitable giving, estate tax planning and asset protection. There are a number of tools at your disposal, including:

  • Wills are the foundation of an estate plan where you can make guardianship designations and direct gifts of heirlooms and other property.
  • Trusts can ensure a gift to special needs relatives does not affect benefit eligibility or allow some more guidance over how a gift is used.
  • Durable financial and medical powers of attorney that account for incapacity.
  • Advance medical directives such as a living will.

Could You Benefit From A Trust?

Trusts are a way to plan for long-term care costs or protect a special needs child or beloved pet. Because there are many types of trusts, choosing the appropriate one is important.

In addition, you need a lawyer who will do more than simply set up a trust. You want an attorney who will prepare a trust agreement specifically designed to meet your needs and wishes, who will provide all required documents and who will provide advice concerning how to properly place your assets into the trust.

In addition to our work in estate planning, we handle a variety of elder law matters such as guardianships and conservatorships for adults.

It Is Never Too Early, But It CAN Be Too Late

Don't wait to develop an estate plan that protects your family. Schedule a free initial consultation by calling 719-900-3967 or sending an email. Evenings and weekend appointments are available upon request.