Decades ago, as a junior high student, I recall having lessons on advertising and advertisements.  My teacher talked about how in advertising a company is allowed to say something like, “We are the best” at any time, but not “We are better,” without proof.  My teacher explained that “best” meant that the advertiser could be the best, along with every other advertiser, but a comparison had to be backed up by research.

At the time, my 13 year old mind accepted this explanation from my teacher without question.  I am not quite as sure that I believe the explanation quite as strongly now, but I do understand what my teacher was trying to say.  Just be declaring yourself the best, you are not excluding others. In that same way, if I say I am a leading estate planning attorney in Broomfield, that does not mean I am the only one.

Being a leading estate planning attorney in Broomfield does not mean that I am better than anyone else, or that I am definitively the best attorney – which I am, but that seems a bit self serving, so I will leave that alone for right now.  I try to stay away from comparison, as being the best, or better, can be quite subjective. I do have the necessary technical skills to properly prepare an estate plan, and I prepare estate plans that are effective and correct. I also keep up on the current laws that govern estate planning and probate requirements, so I can properly advise clients.  I also like to help people develop an estate plan that will work for them, so I can help lead the way!

 

What Needs to Be Included in an Estate Plan?

The technical requirements for an estate plan are often the requirements that my clients are most concerned about.  I get questions like, “Does this document need to be notarized?”  Or, “My child lives out of state.  How do we get them to sign?” Or, “Do we need witnesses, and can I be a witness if I am a family member?”  All of these are important questions. When setting up an estate plan, you need to follow the technical requirements. I can help you know these requirements, and ensure the requirements are fulfilled.

Although technical requirements cannot be ignored, and must be followed precisely, the technical requirements for each document are not the most important thing involved in an estate plan.  Instead, you want to include clear instructions on what will happen to your assets upon your death, and who you want to carry out your instructions. As a leading estate planning attorney, I can lead you through a discussion to determine what you want to do, and how to carry out those plans.  The clearer your instructions are, the smoother things will go for your family who implements the estate plan.

 

What Laws Lead the Way for an Estate Plan?

I sometimes refer to the Colorado State Legislature as the “Lawyers’ Employment Assurance Program,” as the legislature keeps changing the laws.  Each time they change the laws, there is more work for me to do in updating and changing estate plans to conform to current laws.  Fortunately, most of the changes to the laws include provisions that grandfather in the old plans. So, you don’t need to worry about changing and updating your estate plan every time a law changes.  However, law changes may present new opportunities that can only be accessed by updating your estate plan.

I previously wrote about changes to the IRA distribution rules as a result of the SECURE act.  These changes have closed some doors previously available in legal planning, but opened up the possibility of legal planning and financial planning in a different direction.

I share this because by keeping up on the new law, I can be a leading estate planning attorney in Broomfield and the entire area.  I can lead you to the best estate planning outcome, and therefore lead you to an optimal outcome for your situation.

 

How Can I Set Up My Estate Plan so it Works for Me?

A large part of the estate planning process is determining what your desires are and how to bring those desires to pass.  Your life and situation are unique, and you don’t want to lose the uniqueness of your life in trying to fit into the generally applicable legal requirements of an estate plan.  Instead, we want to find a way to allow your unique life and situation to fit into the legal rules without losing the personal aspects of your life.

I lead my clients through a series of questions designed to uncover your unique desires and requirements for an estate plan.  Once I know what your unique desires and requirements are, I can help lead you to the correct legal structure to accomplish your goals.  There may be more than one legal structure or option that could accomplish your goals. I can lead you through the confusing legal options, and lead you to where you want to be.  That makes me a leading estate planning attorney in Broomfield, and the whole Denver area!

 

Let Me Lead You to Where You Want to Be

Being a leading attorney has very little to do with being better than another attorney.  It has everything to do with me leading you to where you want to be. Make no mistake, you are still the one making the decisions.  I may lead you in the correct direction, and lead you to a good legal outcome, but you are the one making the decisions on what needs to be done.  Let’s work together, and let me lead you to where you tell me you want to be.