Our firm has over 10 years of experience in estate planning, business succession planning, and probate and estate administration. We work with individuals, families, business owners and entrepreneurs in the creation of estate plans and business sale or succession arrangements. We also work with personal representatives and executors in estate planning and probate and estate administration matters.
Contact us to speak directly with our attorneys about the following:
We represent clients interested in both traditional and complex estate planning. In every individual case, we take the time to understand your unique and important planning goals. Whether you are concerned about the financial security of your loved ones, the future of your estate, or your own personal care, we can devise appropriate solutions that will effectively safeguard your personal, business and financial interests. Our firm is experienced in the creation of wills, trusts, tax planning strategies, charitable trusts, business succession plans, business sales, irrevocable life insurance trusts, special needs trusts, powers of attorney, and living wills.
We will also help you in the creating of living wills and in creating advanced medical directives so that you can assert your care preferences should you become incapacitated. Taking this additional step in estate planning is a crucial backup mechanism to your Medical Power of Attorney.
Powers of attorney allow you to designate another person to make health care or financial decisions for you should you become incapacitated. Incorporating financial or health care powers of attorney can prevent the difficulty of enduring a guardianship or conservatorship proceeding in the future.
We offer legal guidance and support to personal representatives and executors involved in probate and estate administration. Undertaking this process can be complex and even result in personal liability. We will guide you through this process and handle all aspects of probate administration including asset location, asset distribution, debt management, tax obligations and disputes.
Business succession planning: We help family businesses and sole proprietors protect their investments and assets through business succession planning and business sale. Whether you are looking for guidance and advocacy related to your personal estate plan or need experienced business planning attorneys, we have the experience necessary to protect your rights, assets and your estate.
Tax planning: In creating an estate plan, it is critical to address the tax implications for your estate. Our partner-level attorneys both have a masters degree (LLM) in tax law and have extensive experience in handling tax implications associated with estate planning, business sale and business succession planning.
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. Contact us for a free initial consultation or case evaluation with an experienced estate planning, business sale and probate lawyer.
Business succession and business sale • Estate planning • Probate • Free Initial Consultation • Credit cards accepted • Flexible appointment schedule
Offices in Longmont and Yuma, 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
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.
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