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Expert Denver Estate Planning Attorney for Generational Wealth

Updated: Jun 15




Expert Denver Estate Planning Attorney for Generational Wealth

I am an attorney who helps people write Wills and Trusts. As a specialist in Estate Planning Services, I am better than other attorneys located in Denver Colorado because I give personalized attention to my clients. I offer my clients the convenience of virtual and in-office consultations, we work together to create a comprehensive Estate Plan.


Estate Planning and Probate Top Tips Here are my top 5 tips for generational wealth planning. 1) Hire an Estate Planning Attorney to draft a Revocable Trust, Will and Power of Attorney documents 2) Consult all your financial institutions/ life insurance agent to set up beneficiary designations on all your accounts 3) Get a reliable financial planner and develop an investment strategy with a diversified portfolio 4) Consult with a business attorney to develop a business succession plan for all your business interests 5) Hire a good accountant to help w taxes This plan will help you get your financial future set up so a transition at your death will be easier on your loved ones and beneficiaries. A little planning up front … goes a long way! Are you looking for an “Estate Planner” near me? Are you looking for a Probate Attorney near me? I serve the entire state of Colorado. Book a free initial phone consultation: https://calendly.com/melissadoughertyanderson/estate-planning


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Elder Law

This is one of the saddest most tragic examples of Elder Abuse I have come across.  It is the story of a grandma with inherited wealth living in Bel Mar Beach, just north of Miami Beach in Florida.  Click on the link to read the full article below.

At 93, She Waged War on JPMorgan—and Her Own Grandsons

Beverley Schottenstein said two grandsons who managed her money at JPMorgan forged documents, ran up commissions with inappropriate trading and made her miss tens of millions of dollars in gains. So she decided to teach them all a lesson.

https://www.bloomberg.com/news/features/2021-02-17/at-93-she-waged-war-on-jpmorgan-and-two-financial-advisors-her-grandsons?utm_campaign=news&utm_medium=bd&utm_source=applenews

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