Estate Planning

Without an estate plan what happens to your loved ones and your property is left completely up to chance (or, more precisely, the intricate laws of the State). And, what if you are in an accident? Who will handle your medical and financial affairs?

If you have not already determined where you ultimately want your property and assets to go after your death, you will not be able to control what happens when you die.  And, if you have minor children it is of critical importance to plan for their future. Your family will be forced to make difficult decisions without your guidance if you do not have an estate plan. Carey is a member of WealthCounsel, LLC, a professional group of America’s estate planning attorneys.

It is crucial to work with an estate planning attorney who focuses on developing a long-term relationship with you and who customizes an estate plan that meets your goals. A good estate plan whould be able to evolve according to changes in your personal and financial situation. No individual’s estate plan is like any other. Carey begins the estate planning process by listening to your ultimate goals and values. She then gives you tailored advice and a personalized strategy. Carey works directly with you and your other advisors (i.e. CPA, tax advisor, financial and investment advisor, insurance professional) to design and implement a comprehensive estate plan that will protect your family and your assets during your lifetime and beyond. Carey is dedicated to building a one-on-one relationship with you to help create the estate plan that will give you peace of mind.

Carey can assist you with your estate planning in the following areas:

• Wills
• Health Care Directives (Living Wills)
• Financial Powers of Attorney
• Revocable Trusts (Living Trusts)
• Beneficiary Designations for life insurance and retirement plans
• Prenuptial, Postnuptial and Cohabitation Agreements
• Asset Titling and Ownership Structures
• Planning for Incapacity
• Irrevocable Life Insurance Trusts
• Charitable giving, including charitable trusts, donor advised funds, and private family foundations
• Estate, gift and generation-skipping transfer tax planning

• Resources

  • CNN Money Estate Planning
  • Colorado Bar Association