Planning Your Future With Knowledgeable Estate Planning Services

At the law office of Samuel J. Owen, P.C., we are able to handle estate planning at every level. The decades of experience we bring to these matters make us particularly well equipped to handle complex estate planning involving multimillion-dollar estates that often include closely held businesses, out‑of‑state real estate holdings and other special assets.

No matter the makeup of your estate, no matter what your goals are, you can be confident that we can offer ideas and work with you to create a personalized estate plan that meets these goals.

The Tools Of Estate Planning

For many people, estate planning equals the creation of a last will and testament. In reality, this is often an oversimplification of what can be a very complex plan. Some of the tools that are available in the creation of your plan include:

  • Wills
  • Trusts
  • Joint tenancy
  • Life and disability insurance
  • Long-term care insurance
  • Payable on Death (POD) designations
  • Advance directives/living wills
  • Health care powers of attorney
  • Durable powers of attorney

Guardianship and conservatorship, together with our experience, allow us to recommend and implement advanced estate planning techniques, including business succession planning and charitable family foundations.

Business Entity Formation And Estate Planning

In the addition to the creation of charitable family foundations, Samuel J. Owen, P.C., is well-versed and experienced in family partnerships that facilitate management and protect family businesses and other assets.

Real Estate And Estate Planning

Real estate is a component to almost everyone’s estate planning. Most clients have a family home that they want to protect. Others have investment property, second homes, vacation homes in other states, vacation timeshares, farms or ranches and mineral interests, or other real estate holdings they want to protect. We protect our clients’ real estate through estate planning.

Discuss Your Case With An Experienced Estate Attorney In Colorado

In all estate planning matters, we provide quotes and estimates at the initial meeting so there will be no surprises about the fees involved in achieving your goals. To learn more about how we can help you, call us at 303-271-0222 or send us an email.