Most people don’t have a will or trust plan to solve the legal problems involved with lifetime mental incapacity and transferring assets at death. We help you create the best plan to protect your family, assets, money, and dignity without court actions. You can make life easier for those you love by reducing their financial burdens and emotional stress.
Not having the right will or trust plan in place will leave your family with an emotional and financial mess. A loving person who cares about his or her family will choose to plan before something bad happens, such as a car accident, fall, stroke, illness, mental incapacity or death. We can help you obtain the best solutions for both lifetime mental incapacity planning and asset transfer planning before tragedy strikes.
PLAN TO WIN
Most people think that by writing a will themselves or appointing an agent under a power of attorney – everything will be fine. But this seldom occurs. In fact, there are many situations where the power of attorney won’t be recognized and a will bring many problems of its own……………..
Marc Carlson – Top Estate Planning Attorney
Just Recently, Marc Carlson was named one of the few Americas Most Honored Lawyers – Top 1% 2022
In 2022, Marc Carlson received the highest possible peer review rating with Martindale Hubble – AV Preeminent.
Great Families Plan
Be Prepared: Whether you’re a working single adult, young parents with children, preparing for retirement, or retired, you need to be prepared for whatever life may bring with a comprehensive Will or Trust plan.
Without a spouse or dependents, you may think you’re not ready for a will or trust. But who will make your healthcare and financial decisions if you’re unable?
Who will your children live with on either a temporary or permanent basis? Take the guesswork out of the equation and plan for the unknown now.
Preparation later in life is key. From wills to trusts, ensure that you and your family are prepared for the future.
FOLKS 40 AND ABOVE
Benefits of Working with Marc
Learn about the plans and options available to you, then make a choice based on your needs.
I take the time to explain each process thoroughly so that you can make an educated decision about your future.
From basic to comprehensive, we will find a plan that fits your budget and your personal needs.
Receive a personalized estate plan tailored to your family and their best interests.
From information gathering to correctly “funding” your plan, I help you along the way.
With a full-fledged estate plan drafted by an experienced attorney, you know your family is protected for years to come.
We agree on a fixed fee based on the Will or Trust Plan you choose.
I understand that no plan is one-size-fits-all. We work to find a legally solid solution together.
Receive the Plan You Want and Understand the Plan You Choose
When you visit an experienced attorney, you’ll know your estate plan will be thoughtfully crafted and legally binding.
Ensure your wishes are carried out. A will can make that happen for you. This document helps direct where property in your name is distributed upon your death.
Trusts keep your affairs private, cover all of your bases in terms of assets, and avoid the stressful probate process.
What will happen if you become mentally unable to make financial or medical decisions for yourself? Be prepared for potential incapacitation.
Setting up a custom plan for your children’s individual needs is the best thing you can do to ensure they’re taken care of properly.
Learn what the difference is and how you can choose the best option for you.
Don’t blindly pass down money to your children. Share your legacy and create terms for how beneficiaries can use their inheritance with protection from creditors and predators..
Will your children or grandchildren get “sudden wealth syndrome” after receiving their part of the estate? We can prevent that together.
Regardless of your family situation, age or assets, you should be prepared in the event of your sudden mental incapacity or death. It’s a loving thing to do for your spouse, children and /or grandchildren.
Peace of Mind: I’ve helped many people over the years be prepared when it comes to their estate and protecting their family’s future. My personal goal is to give clients peace of mind in the event of death or mental disability. Their families can be well taken care of as a result of thoughtful and knowledgeable planning
YOU NEED A WILL OR TRUST PLAN EVEN IF YOU ARE NOT “WEALTHY”
What Is My “Estate”?: Every adult should have a Will or Trust plan. “Estate” is the legal term used to define your property and money—basically, everything that belongs to you. You don’t have to consider yourself wealthy to need estate planning. You can make good decisions after you have learned about the various options and choices you have for lifetime disability planning, protection planning for children and adults, asset transfer planning and IRA planning.
Planning for your future should start in the present.
Plan at Any Stage of Life: It doesn’t matter if you’re young and single, a married couple with young children, or preparing to settle gracefully into retirement, the time to start planning for the unexpected is now. Young adults can make sure someone can act on their behalf for financial and medical purposes. Couples with minor dependents can set up guardians for their children. Retirees can ensure their life insurance is intact, and their wills or trusts are up-to-date with their current wishes.
Do It Now! If you’re ready to start preparing for your future, I encourage you to reach out today by phone or email. Once I receive your message, my goal is to respond within 24 hours to maintain the highest level of professionalism, so expect to hear from me soon.
Intelligent Decisions: I frequently sit down with some really neat people and explain how estate planning can protect them and their families in the event of their mental disability or death. Some people do it; some people don’t; all adults should. It’s ALWAYS your choice. But you have to know what your choices are so you can make an informed decision.
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Estate Planning Education
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Estate Planning Blog
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Estate Planning with Trust Plans: Important Dos and Don’ts
Estate planning is a key part of financial and retirement planning, as it can help to ensure that a person’s assets are managed and protected in the event of their death or incapacity. The process involves making decisions about the ownership and transfer of property, assets, and other investments after death. It can provide peace […]
Planning for the Future: Setting Up a Living Trust in Colorado
As we go through life, we accumulate assets such as property, investments, and savings. It is essential to have a plan in place for these assets in case of incapacity or death. One way to do this is by setting up a living trust. A living trust is a legal document that outlines how your […]
5 Questions You Should Be Asking Trust and Will Lawyers
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The Shocking Truth About Asset Protection Planning
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court. The truth is the U.S. justice system is unpredictable. Defendants are faced with […]
How to Become a Multigenerational, Purpose-Driven Financial Advisor
Studies have shown that more than 90% of family wealth is lost by the end of the third generation. To help clients avoid this, advisors must become adept at bridging the disconnect among generations when it comes to the transfer of family wealth. In this issue you will learn: The main factors that contribute to […]
Free Estate Planning Resources
Contact Marc for a Free and Fun Book
Mistakes in your estate planning can significantly damage family relationships, waste hard-earned after-tax dollars, and cause miserable predicaments that impact mental, emotional, physical and financial health. Schedule and meet with Marc for a consultation to receive your free copy of his interesting short book called, “Blooper Episodes in Estate Planning and Elder Law: Lessons from Prime Time TV”, by contributing authors Marc R. Carlson and Debbie J. Papay.
Receive Two Free Articles
Send an email to firstname.lastname@example.org and request two free articles called “Understanding Living Trusts” and “Understanding Funding Your Living Trust.” If you are serious about finally getting your Will or Trust planning in order, please schedule an “Estate Planning Analysis Consultation”. You may call 303-775-1112.