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No-Charge Initial Consultation - Call 303-775-1112 to Schedule.

Receive the Plan You Want and Understand the Plan You Choose

(1)  Every adult (18 or older) 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 be “rich” to need estate planning.
(2)  You can make good decisions after you have been informed about various options and alternatives.
(3)   Your choices can have a positive impact on you and your family.
(4)  You want to protect your unique family in the best possible way with lifetime disability planning, protection planning for children and adults, asset transfer planning and IRA planning
(5)   Procrastination is your enemy because unfortunate events can happen when you least expect them! (Auto accidents, falls, stroke, etc.)
(6)   Completing your plan is a wonderful thing for your loved ones.

CLO ServicesI am committed to assisting individuals, couples and families with children of any age in their completion of a Family Protection Plan (estate plan). It’s imperative that my clients have a significant level of comfort with me. I take the necessary time to understand your current situation. You should have personalized solutions that address your specific needs and goals. Your estate plan should protect you if you become mentally incompetent and protect your family upon your passing.

Avoiding Bloopers: Bloopers (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. As the old saying goes, "Failing to plan is planning to fail." And, making ill-informed decisions can really cause problems. Send an email to me to receive your free copy of the interesting short book called, "Blooper Episodes in Estate Planning and Elder Law: Lessons from Prime Time TV", by Contributing Authors Marc R. Carlson, Juris Doctor, and Debbie J. Papay, Juris Doctor.

Benefits You Receive by Retaining CLO to Help You

(1)  Education about planning for lifetime mental incapacity and for death.
(2)  Legal consultation and advice about your situation, goals and desires.
(3)  "Quality of Service, Overall Value, Responsiveness, and Understandable Communication."
(4)  Discover your practical options, alternatives and choices so you can make intelligent decisions.
(5)  Customized and comprehensive planning documents for the plan you choose.
(6)  Implementation and help "funding" your plan with proper titles and beneficiary designations.
(7)  Peace of Mind when this vital task is completed, you are prepared and your family is protected.
(8)  Fixed Fee based on the type of plan you choose.

Awards and Recognition

(1)  2015 "Client Distinction Award" from and "Recognized for Excellence" in "Quality of Service, Overall Value, Responsiveness and Communication Ability." 
"AV Preeminent" Peer Review Rating-the Highest Possible Rating for "Legal Ability & Ethical Standards." Martindale-Hubbell states, "The AV Preeminent Rating is the pinnacle of professional excellence earned through a strenuous Peer Review Rating process." 
(3) client and peer rating is a "Superb" 10 out of 10
(4) client rating of 5 out of 5.
(5)  AVVO "Client's Choice Award" for 2013 & 2014.
(6)  Media: Selected as one of four estate planning attorneys to appear on Denver's "9News LawLine" viewer call-in TV show.  December 2, 2014
(7)  "Top Denver Lawyers 2015" (The Denver Post)

Free Education and Consultation Meeting and Free Articles

If you are serious about finally getting your estate planning in order, please click on the blue "Free Consultation" link to schedule an education and consultation meeting or call 303-775-1112. Send an email to to receive FREE ARTICLES called "Understanding Living Trusts" and "Understanding Funding Your Living Trust"

Click on Logos, Icons and Headings

You may review the information under one or more of the Headings at the top. The "Client Reviews" may be of particular interest to you. The "Resources" contains good information. Click on the Estate Planning.Com logo (below) to find many independent informational articles. Please don't forget to occasionally read our informative "Newsletters" and "Blogs".