Clearwind Estate Planning & Probate Attorneys
Estate Planning • Probate • Estate Administration• Business Formation and Succession • Asset Protection Planning
Whether you are interested in asset protection, traditional or complex estate planning, or are faced with the difficulty of probate or estate administration, Clearwind Estate Planning & Probate has the experience and skill to effectively secure your personal and financial future.
We focus on the individual needs of our clients and work to secure financial, health and business interests through strategic estate planning. Contact us for a consultation or case evaluation involving estate planning, probate, or business succession planning.
When faced with important decisions regarding your estate or health care, you want to be certain that you have trusted, reliable and effective legal guidance. Clearwind Estate Planning & Probate is a law firm focused on the needs of individuals, families and businesses interested in protecting their financial interests and rights today and into the future. From your initial consultation through the finalization of your estate plan, our attorneys will provide you with the information you need and guidance you can depend on.
Our firm is committed to designing estate plans and protecting the financial interests of our clients. We will assist you with the following:
Estate Planning: Our estate planning practice is focused on creating customized estate plans for individuals, families and business owners. We work to devise tailored plans that preserve the assets of our clients, prevent unnecessary tax obligations, and secure the medical intentions of our clients when they are in need.
Probate & Estate Administration: We assist personal representatives, executors, heirs and relatives in the probate and estate administration process. When the administration becomes complex, we assist with court filings, negotiations with creditors, real estate transactions, tax obligations and the distribution of assets.
Business Formation and Succession: Sole proprietors, partners, investors and other business owners face unique difficulties when planning for the startup or future of their business or estate. Whether you are concerned about the sale of a business, the distribution of assets, or protecting your family interest in a business investment, we can protect your rights and create an effective business succession plan.
Asset Protection: Various asset protection alternatives are available for individuals interested in segregating their potential liability or that of a loved one. Typical alternatives include putting potentially liability-producing assets in business entities to separate those assets from the owner's other assets. The use of irrevocable trusts is also an important tool in this area--specifically to enable assets to be placed in a structure where they may benefit a disabled child, parent or other loved one without disqualifying that person from private or public benefits such as Medicaid. The timing of these transfers is crucial to their effectiveness, irrespective of what alternative is chosen as best in a particular situation. Whatever the structure, we can help you protect your assets and create an effective asset protection plan.
Life Insurance Planning: Life Insurance Trusts provide a means for holding life insurance in a way that will not result in the death benefit of the life insurance being included in the taxable estate of the insured. This method insures that money will be available to pay the estate taxes and expenses of the estate without increasing the potential tax liablity of the estate. These trusts are great ways to pass money tax-free to your heirs. Irrevocable Life Insurance Trusts receive insurance proceeds on the death of the insured. Survivorship Standby Trusts receive insurance proceeds on the death of the second spouse to die but provide access to the cash value during the life of the individuals insured.
We have offices in Longmont and Yuma, Colorado and have established a solid reputation throughout these communities for our dedication and service to our clients. Additionally, we are licensed in Colorado, New York and Wyoming and work with clients throughout these states and abroad. Contact us for a free initial consultation or case evaluation with an experienced estate planning and probate lawyer.
Free Initial Consultation • Credit cards accepted • Flexible appointment schedule
Offices in Yuma and Longmont, Colorado
Clearwind Estate Planning & Probate Attorneys
Longmont Office
450 Main Street
Longmont, CO 80501
Phone: 720-204-3662
Yuma Office
201 South Main Street
Yuma, CO 80759
Phone: 970-425-3001
Fax Numbers
Local: 720-207-5958
Toll Free: 866-368-7712
Clearwind Estate Planning & Probate Attorneys has offices in Longmont and Yuma, Colorado and serves clients throughout Northern Colorado in Boulder County, Larimer County, and Weld County, including Longmont, Yuma, Berthoud, Boulder, Broomfield, Dacono, Denver, Erie, Firestone, Fort Collins, Frederick, Greeley, Lafayette, Louisville, Loveland, Mead, Timnath, Wellington, and Windsor CO.
