slide slide slide


Do you have a current will or trust plan? 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 have an estate and to need estate planning. Do you want to control your property while you're alive?  Do you want to give what you have to whom you want, the way you want, when you want, and with privacy? Do you want to save every last tax dollar, professional fee and court cost?  Do you want a plan that works?

I am committed to assisting individuals, couples and families throughout Colorado in completing a Family Protection Plan. It’s imperative that my clients have a significant level of comfort with me and a clear understanding of each of their estate planning documents as we move together through the estate planning process.

I take the time to understand your current situation. You should have innovative, 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.

Bloopers (or mistakes) in your estate planning can permanently 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." Procrastination is your enemy. 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, J.D. and Debbie J. Papay, J.D.


Receive the Plan You Want and Understand the Plan You Choose

Do you really understand what you need to know about wills and trusts?
(1)  People usually make good decisions after they have been informed about the various options and alternatives available to them.
(2) The choices you make can have a positive or negative impact on you and your family.
(3) 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. 
(4) Please don't delay because unfortunate events can happen when you least expect them. 
(5) When you have your plan in place you have done a wonderful thing for yourself and your loved ones

What Are The Benefits For You In Working With Mr. Carlson?

(1)  Education about planning for lifetime mental incapacity and for death.
(2)  Legal consultation and advice about your situation and desires.
(3)  Quality of service, overall value, responsiveness, and understandable communication.
(4)  Discover your practical options, alternatives and choices.
(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.

Awards and Recognition

(1)  2014 "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" awards for 2013 and 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 2014", as published in 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 "Resource Center" 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".