What Is Estate Planning?
Estate planning is the process of determining how your affairs will be handled, what will happen to your assets, how you and your family will be taken care of, and who will make decisions in the event of your incapacity or eventual passing.
You Have Unique Estate Planning Needs.
Rocky Mountain Wills and Trusts understands that doctors and other individuals and business owners deserve an effective estate plan tailored to their specific needs and goals. One size does not fit all. First, we will listen to you to learn about you, your family, your desires and goals, and your financial status and assets. After we educate you about your options, then we’ll help you develop a plan or update your existing one to ensure that it will help you achieve your goals and protect your assets.
Your Family Deserves an Estate Plan.
Without a formal estate plan, all decisions will default to the courts of Colorado (or the state where you reside or have assets) should you become incapacitated or pass away. Most people don’t like that scenario and prefer to make their own decisions in advance. Effective estate planning also strives to minimize estate and other taxes. Plus, absence of a plan can result in lengthy, expensive, and bitter court battles either between your loved ones or that they at least have to endure. An estate plan can protect your peace of mind as well as family peace.
What Are Your Options?
An effective estate plan may include any of the following:
- Will
- Trust – There are many types
- Financial and Health Care Powers of Attorney
- Advance Care Directives
- Guardianship Designations for Minor Children
- HIPAA Authorization
- Asset Protection
- Business Succession Planning
Learn More About Developing Your Own Personalized Estate Plan.
To help you determine your needs, we’ll be happy to schedule a free consultation with you. Just contact Rocky Mountain Wills and Trusts at (720) 420-1777 or fill out the form below.