01
Who decides for you when you can't?
Medical, financial, both? Same person, or split? When does their authority kick in, and end? A power of attorney lives or dies on the wording.
Practice Area · Estate Planning
An estate plan that fits your life. Not a template.
Online tools can hand you a will. They can’t walk you through the matrix of decisions a real plan requires: your family, your assets, your taxes, and what happens if something goes sideways. That’s what we’re here for.
Why Estate Planning Is Hard
It’s not paperwork. It’s a matrix of decisions.
A good plan answers questions you didn’t know to ask. Here are five, the same five we’ll walk through together in your first meeting.
02
Will or trust, or both?
A will alone sends most estates through probate. A trust avoids it, but only if it's funded properly. Most clients need a layered approach.
03
When do your kids get the money?
All at 21? Staged over time? Held in trust until they buy a home, or never released outright? The default is rarely what you actually want.
04
What about the second marriage?
How do you provide for a spouse without disinheriting children from a previous marriage? QTIPs, life estates, separate trusts: pick wrong and somebody loses.
05
What does the IRS get?
For dates of death in 2026, the federal estate-tax exemption is $15 million per individual and $30 million for a married couple. Anything above that is exposed to a 40% tax. Colorado rules, retirement accounts that bypass the trust, and the wrong ownership structure can still cost six figures. Exemption amounts change over time; we'll confirm the current numbers in the first meeting.
You don’t have to figure this out first.
Most people come to us not knowing where to start. That’s exactly where a first conversation is most useful.
Book a Consultation Layered Into Every Plan
Tax planning and asset protection, woven through the whole plan.
Tax planning and asset protection aren’t separate products on a price list; they’re part of how a real estate plan gets built. We bring both into the conversation as we draft your wills, trusts, and powers of attorney.
Tax planning
For dates of death in 2026, the federal estate-tax exemption is $15 million per individual and $30 million for a married couple. Anything above that is exposed to a 40% tax. We coordinate with your CPA on basis planning, retirement-account beneficiary designations, gift-tax filings, and (for higher-net-worth clients) the irrevocable-trust strategies that move appreciating assets out of the taxable estate.
Asset protection
Doctors, business owners, and anyone in a high-liability profession can use the right ownership structures and irrevocable trusts to put assets beyond the reach of future creditors and lawsuits, without losing the use of them today. We design the protection into the plan rather than bolting it on later.
Services Within Estate Planning
Everything we do under this practice area.
Service
Wills
Simple wills, complex wills, pour-over wills, and the conversations about who, when, and how that should come before any of them.
Service
Revocable Living Trusts
The workhorse of modern estate planning. Avoids probate, keeps things private, and you keep full control while you're alive.
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Irrevocable Trusts
For estate-tax planning, asset protection, or providing for someone with special needs, when the goals justify the trade-offs.
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Powers of Attorney
Financial and medical: durable, springing, limited. Drafted to actually work when banks and hospitals get involved.
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Healthcare Directives & Living Wills
Your medical wishes, in writing, in a form Colorado hospitals recognize. So your family doesn't have to guess.
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Prenuptial Agreements
Quiet, thorough, and conducted with respect. For first marriages, second marriages, and the protection of family wealth.
“Ben and Conner make estate planning easy, understandable and seamless from start to finish. With a daunting process and often difficult decisions to be made, it was nice to be able to have things explained simply through a process that was easy to follow. My spouse and I can now rest assured that our wishes are concrete and families taken care of, should anything happen to either of us. Thank you, Ben and Conner.”Read full review on Google →
Alex BreskeGoogle review
A free consultation. No obligation.
When you’re ready, we’re here.
Start with a free conversation. We’ll tell you what you need, give you a fixed-fee quote, and have a plan completed in four to six weeks.