IRS rules can complicate the task of including an IRA (individual retirement account) or 401(k) into your Colorado estate planning. You can benefit from the assistance of estate lawyers who know how to promote savings and defer taxes as your prepare for your retirement years.
When the addition of your IRA and 401(k) to your estate plan is a major goal, the attorneys who can help you in Arvada and Greater Denver are at the Samuel J. Owen, P.C., law firm in Golden.
Our skilled, experienced estate administration lawyers work hard on every aspect of ensuring your loved ones’ future financial security, including the vital role that retirement planning can play.
Samuel J. Owen, P.C., In Golden, Colorado — Estate Representation Since 1976
Our law office carefully weighs tax reduction strategies as they apply to your unique situation, with an eye to interpreting IRS rules and regulations to your advantage. We supply you with the facts and options you should be aware of, especially regarding tax consequences, and answer your questions in an accurate, timely manner.
IN ADVANCE OF YOUR INITIAL CONSULTATION, YOU SHOULD DECIDE WHO AMONG YOUR FAMILY MEMBERS SHOULD BENEFIT FROM YOUR ESTATE PLAN, INCLUDING BENEFITS FROM YOUR IRA AND OTHER RETIREMENT ASSETS. OUR ATTORNEYS WILL, IN TURN, SURVEY THOSE ASSETS, ORGANIZE YOUR DOCUMENTATION, ESTIMATE YOUR FINANCIAL NEEDS, DEFINE YOUR BENEFICIARIES — INCLUDING RECIPIENTS OF CHARITABLE DONATIONS — AND ENSURE THAT YOU RECEIVE THE GUIDANCE YOU NEED, START TO FINISH.
During the process, we take careful note of your interests in investments, savings, real estate, life insurance, annuities and businesses, in addition to existing retirement plans, and make ourselves familiar with your will, trust, deeds and beneficiary designations.
Plan Your Future Today
Your present and future successes, and those of your family members, are important to us at Samuel J. Owen, P.C. Contact our retirement planning attorneys in Golden by calling toll free to 303-271-0222 or sending an email.