Estate Planning

Life & Legacy Planning, Ltd., will conduct a thorough analysis of your assets and liabilities, including the exposure to transfer and income taxes in Colorado and other jurisdiction, to customize a personal estate plan for you and your family. We will discuss the different options available to you based on your desire for asset protection, requirement to reduce your taxable estate, ease of administration or management, and desired flexibly in your plan.

Wealth Transfer and Protection Strategies

Transferring wealth between generations involves a complex blend of careful planning and a thorough grasp of tax consequences, asset protection, and family dynamics. Well-crafted strategies for generational wealth transfer can help safeguard financial legacies while aligning them with personal values and family objectives. These approaches may include setting up trusts, gifting assets during one’s lifetime, or developing a comprehensive estate plan that takes into account possible shifts in tax laws and economic circumstances.

Trust and Estate Administration

Losing a loved one can be an incredibly confusing and grief-filled time as you navigate the emotional turmoil while also needing to manage the practical details of locating assets, paying bills and ensuring that your loved one’s belongings are distributed appropriately and without conflict. We are here to support you.

Regardless of whether your loved one established a trust for their assets, they still had an estate that requires careful management. It’s essential to collaborate with a lawyer who can guide you through this process, minimize potential conflicts, and facilitate a smooth transition of assets.