Estate Planning

No matter your age, whether you have kids, and whether you are single, married, or part of an unmarried couple, estate planning is crucial to protecting your family, your finances and your future. At Andersen Law PC, we will work with you to develop a custom estate plan that will do all three.

The five estate planning documents you will likely need are:

Will
Living will
Medical power of attorney
Financial power of attorney
Trust

Other documents may be necessary due to your unique circumstances.

While we are proud to offer unbundled legal services and support individuals preparing their own legal documents when it makes sense, we strongly discourage using online platforms to prepare estate planning documents. We have seen too many self-drafted wills lead to disastrous or unintended outcomes in probate.

To learn how we can work with you to build an estate plan that will accomplish what you intend, give us a call at 720-922-3880 or schedule your free consultation by clicking the button below.

Schedule Your Free Consultation

Essential Tips and Mistakes to Avoid in Estate Planning

Estate planning is crucial to protecting your family, your future and your finances. With proper estate planning, you can be assured that your wishes will be met if you become unable to make decisions regarding your health and finances and that your assets are...

Do You Need a Trust?

By Beth Andersen-Filson A common question in estate planning is whether you need a trust or if a will alone suffices. In Colorado, a will alone is often sufficient. Unlike some other states, Colorado has a relatively simple probate process. It is not overly...

Breaking Upward Episode 17: Insurance in Colorado, With Melissa Dahlman-Babers

While initiating or going through a divorce, updating your insurance — including home, auto, life and business — is crucial. On this episode of “Breaking Upward,” host Beth Andersen interviews insurance expert Melissa Dahlman-Babers who weighs in on what you need...

Probate in Colorado: What You Need to Know to Protect Your Family, Your Finances and Your Future

By: Beth Andersen-Filson Whether you are ready to plan for the future by getting your estate planning in order or have found yourself the executor — in Colorado known as the personal representative — of an estate, it’s important to know the ins and outs of probate....

Breaking Upward #11: Wills and Trusts With Attorney Jacob Castonguay

On this episode of “Breaking Upward,” host Beth Andersen and her guest, attorney Jacob Castonguay, discuss wills, trusts, living wills and more. Everyone wants to take care of their family, even after they’re gone. That's why Beth and Jacob decided to share their...

Estate Planning and Tips When A Family Member Has Dementia

By: Beth Andersen When we visited my father Lyle Andersen at a life care center in Bozeman, Montana, in late December 2021, we did not know that within a day or so we would receive a call that he had gone into hospice. I did not know it would be the last time I saw...

Breaking Upward #5: Congress Eyes Reduced Estate Tax Exemption, Targets Grantor Trusts, With DeDe Jones

By: Jacquelyn Gutc In our latest podcast “Breaking Upward,” Beth Andersen and DeDe Jones, CPA and certified financial planner, discuss trusts, estate planning and CRITICAL PROPOSED CHANGES to federal estate and gift tax law, which may affect you. Proposed tax...

Elder Law: Why You May Want a Doctor’s Note As Part of Your Estate Plan

By Beth Andersen It is a bit awkward to tell a client they should get a doctor’s note as part of their estate plan. Maybe that is why I have had clients come into my office after struggling to use estate planning documents such as powers of attorney or wills simply...

Signed, Sealed, Delivered, I’m Yours: Legal Documents For Your Loved Ones

By: Beth Andersen It’s February and love is in the air. When it comes to matters of the heart, lawyering up may not be quite as romantic as diamonds, roses and chocolates. That said, several legal documents can be instrumental in forming, sustaining and protecting...

Electronic Will Signing Proposed for Colorado

By Jacquelyn Gutc The COVID-19 pandemic and physical distancing practices have shifted various aspects of life from in-person to digital with everything from weddings to court hearings moving online. The option to sign your will virtually may be headed that way in...

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