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Estate and Gift Planning

We possess a passion for working with individuals, business owners and families to determine and attain their estate and wealth preservation goals.  We consult on business succession issues, charitable planning, counseling clients with complicated family situations and in preparing and filing estate and gift tax returns.

We assist families in gathering the information necessary to help make informed decisions as well as working in tandem with their other professional advisors.


Specialized Services

  • Assistance in determining family goals and objectives
  • Compliance services for estates, trusts and gifts
  • Consulting on Will design and provisions, including asset protection and dynasty trusts
  • Planning for reduction or deferral of estate taxes and probate costs
  • Planning for the income and support of the surviving spouse
  • Advanced charitable gifts and transactions


Contact Us

Loveland

(970) 667-1070
762 W Eisenhower Blvd
Loveland, Colorado 80537

Estes Park

1182 Graves Avenue
Unit C-1
Estes Park, Colorado 80517

Katy

(281) 665-7973
21398 Provincial Blvd
Katy, Texas 77450