Estate Planning Denver
When you need help with estate planning in Denver, it can help to talk to a professional. Don't think that this is a strategy that's only used by highly wealthy families. By talking to a financial advisor in Denver NC who is available from our company, you can make sure that your home and other assets are taken care of as you'd like after your death.
Providing for Your Family
You probably know how crucial it is to provide for your immediate family if you pass away and leave a surviving spouse and children. We can help you set up an estate plan that looks out for their best interests. This plan will help ensure that your property goes to the correct beneficiary and leaves no questions unanswered that would have to be resolved by a court.
Helps Minimize Taxes and Expenses
By utilizing a company like us, that provides estate planning in Denver, you'll be able to minimize the expenses and taxes that are paid to the government after you die. This helps ensure that a maximum amount of your assets and property are passed on to your beneficiaries. While no one wants to think about their passing, an estate plan will help make sure you've got money set aside for your immediate family.
Special Needs or Wishes
If you have a child who has a disability or grandchildren who may be attending college, you can create an estate plan that utilizes a special trust to provide the funds needed to help support them. In the same regard, we can help you plan for any kind of incapacity that may occur in your life. If you should ever become physically or mentally unable to perform certain activities, an estate plan can come to your aid and dictate the specific medical decisions you desire.
Establishing a Trustee Over Your Estate
When you have us assist you with estate planning in Denver, we will have you choose an executor of your estate who will make sure all of your needs are handled properly. This will help ensure that the administration process goes smoothly and efficiently. We have dedicated advisors who are experienced in assisting with this essential aspect of your financial planning and are always happy to help.
When you're ready to make sure your loved ones are taken care of in the future, give us a call. We will be happy to answer your questions and set up a time to visit.
*While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.