Comprehensive DenverEstate Planning
Between estate taxes, charitable giving, health directives, living wills, and more (depending on your circumstances), there are a lot of considerations to navigate while you prepare for the future. But estate planning doesn’t need to be confusing or overwhelming, provided you’re working with a team who understands how to make it easy.
At Trajan Wealth, we smooth out the process so you can get back to enjoying life. Start today with a complimentary consultation from an independent Denver estate planning attorney.
Dedicated
Visit our one of our Colorado locations or meet with us virtually. Our goal is to make the whole process seamless and stress-free.
knowledgeable
Trust a team with decades of legal experience, with members of our team featured on ABC News, NBC News, Fox News, and AZCentral.com.
Insightful
Our attorneys understand how to use the intricacies of Denver tax codes to make the most of your assets.
Build, Protect, Preserve
You deserve a best-in-class, end-to-end service for your Denver estate planning needs. We’re happy to provide that at Trajan Wealth. Our legal team works under the same roof as our financial advisors. This means we provide countless wealth management and estate planning options, all in one place.
Get Your Denver Estate in Order
Planning your estate involves many steps, so it’s never too early to start by meeting with our Denver estate planning attorneys.
Curious about what services we provide? Click any of the icons below to learn more about our personalized solutions for your present and future.
Living Trusts and Wills
Put together specific instructions so everyone is on the same page
Estate Tax Planning
Work with our team to maximize your bequeathments (and minimize unneccessary taxes)
Asset Protection Planning
Safeguard your assets, ensuring they go where you intend
Planning Ahead
Thinking ahead for your loved ones and your legacy helps your wishes become a reality. A living will puts together specific instructions for your assets and dependents in the event of your death or incapacitation.
Living Will Preparation
Living Trusts: Plan for the Best Possible Outcome
If you’re interested in living trusts, you should note that they’re not all created equal. In fact, some won’t offer you the protection it’s intended to have. Trust our Denver lawyers to prepare and provide living trusts that save effort, time, and money.
Here are a few questions we often get asked about our living trusts at Trajan Wealth as opposed to discount trusts you may be considering:
Features
our
Trusts
Discount Trusts
Avoid probate (If properly funded)
YES
MAYBE
No charge for emails and phone calls with an attorney
YES
NO
Trust funding – including out of state property
YES
NO
No contest / alternative dispute resolution procedures
YES
NO
Coordination with banks/financial institutions
YES
NO
Integration of business interests with an estate plan
YES
NO
Communication with other professionals like CPA’s
YES
NO
Attorney – client relationship / estate planning expertise
YES
NO
Notifications of changes in the law
YES
NO
Solutions for clients with no children / no trustees
YES
NO
Advanced planning advice – charitable, business, etc.
YES
NO
Special needs provisions
YES
NO
Estate tax minimization provisions*
YES
NO
Creditor, divorce, substance abuse protection for heirs*
YES
NO
Sub-trusts – heirs can manage independently*
YES
NO
Trust protector provisions*
YES
NO
*Additional legal work. A separate fee may be incurred.
Come to Our Denver Office
Or visit us in Loveland or Boulder
Get your finances organized with our Denver wealth management team. Our complimentary introductory meetings can be done virtually or in person at one of our locations.
Trajan Wealth Colorado LocationS
Denver, Colorado
6312 S. Fiddler’s Green Circle, Suite #300E
Colorado 80111
Loveland, Colorado
1635 Foxtrail Drive
Colorado 80538
Boulder, Colorado
4770 Baseline Rd, 2nd Floor, Suite 200
Colorado 80303