Colorado Estate Planning Blog

Wednesday, October 17, 2018

Do your estate planning goals require special attention?

Your estate plan should achieve your goals, regardless of the specific legal needs of your beneficiaries (those who will inherit assets from your estate). There are many circumstances that require specific estate planning. Some examples are if you want to:

  • Name beneficiaries who are receiving government assistance—an inheritance will kick them off their assistance (and require them to reapply) if you don’t plan carefully.
  • Name minor children as beneficiaries—you must plan carefully to avoid an expensive and intrusive court process (which results because minors cannot own property).
  • Name charities as beneficiaries—some methods are more tax efficient than others and you may need to provide guidance to best meet your objectives.
  • Ensure your pet(s) will be cared for when you are no longer able to do so.

How do you know if you have a specific planning need? You could schedule your FREE initial consultation with Linda, where she will assess your situation and recommend a plan to suit your needs.


Or: for an overview of the problems (and solutions!) that may apply to you, attend our FREE Estate Planning 101 class on Tuesday, October 23rd at 10 am in Lakewood.

Or: Attend our FREE Charitable Giving Under New Tax Laws class on Tuesday, October 30th at 2 pm in Lakewood.

Call (303) 984-9900 to schedule an appointment or register! 

Sommers Law Group, LLC assists clients throughout Denver, Jefferson County, and Arapahoe County, Colorado.

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390 Union Boulevard, Suite 280, Lakewood, CO 80228
| Phone: 303-984-9900

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