Protecting Your Family
Protecting Your Legacy
Every adult should have a Will or Trust plan

Meet Marc Carlson

Helping Longmont & Northern Colorado Residents Be Prepared

I simply want to make a positive difference in people's lives. Without proper planning, you can leave your family with a mess. Unexpected events can happen at any time even to the best of people. My mission is to encourage and help people and their families be prepared in advance if a tragedy were to strike because of a car accident, fall, stroke, illness or death. I've seen first-hand what happens when folks are prepared or not prepared with proper lifetime mental disability and death planning.  

Benefits of Working with Marc


Learn about the plans and options available to you, then make a choice based on your needs.

Friendly & Understandable

I take the time to explain each process thoroughly so that you can make an educated decision about your future.

Available Options

From basic to comprehensive, we will find a plan that fits your budget and your personal needs.

Customized & Comprehensive

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.

Peace of Mind

With a full-fledged estate plan drafted by an experienced attorney, you know your family is protected for years to come.

Fixed Fee

We agree on a fee based on your needs, with no additional or surprising costs down the road.


I understand that no plan is one-size-fits-all. We work to find a legally solid solution together.

Practice Areas

Receive the Plan You Want and Understand the Plan You Choose
Legacy Planning

Don’t blindly pass down money to your children. Share your legacy and create terms for how beneficiaries can use their inheritance.


If you can’t avoid this post-mortem court procedure, you’ll want a lawyer on your side who can make the process less painful.

Business Succession Planning

Successfully transition your family business to the next generation with a fully developed plan.

Estate Planning

When you visit an experienced attorney, you’ll know your estate plan will be thoughtfully crafted and legally binding.

Beneficiary Protection Plan

Will your children or grandchildren get “sudden wealth syndrome” after receiving their part of the estate? We can prevent that together.

Revocable Living Trusts

Trusts keep your affairs private, cover all of your bases in terms of assets, and avoid the stressful probate process.

Protection Planning for Minors

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.

Disability Planning

What will happen if you become mentally unable to make financial or medical decisions for yourself? Be prepared for potential incapacitation.

"He truly cares about what he does by his eagerness to make sure we understood the whole plan."

Whether you’re still trying to nail down your career path or about to put the finishing touches on one that’s lasted 30 years, it’s important to be prepared in the event of your sudden death or disability.

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

Great families plan.

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.

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.

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. Couples with minor dependents can set up guardians for their children. Working folks and retirees can insure that their will or trust plan is up-to-date so it meets their current circumstances and wishes.

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

Learn About Estate Planning

Estate Planning Education

Learn more about planning for your future.

Estate Planning Blog

Discover estate planning tips and tricks.

The Wealth Counselor

Learn more about managing your money.

Marc Carlson |

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.
Read More

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.

17 Estate Planning Bloopers book by Debbie J. Papay and Marc Carlson

Receive Two Free Articles

Send an email to to receive free articles called "Understanding Living Trusts" and "Understanding Funding Your Living Trust." If you are serious about finally getting your estate planning in order, please schedule an educational consultation meeting or call 303-974-7966.