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
