Need Legal Guidance About Trusts and Probate?

Colorado Trust and Estate Planning Attorney Offers Aid

Most people dream about the kind of house they will live in, the type of car they will drive, and all the other perks that come with an established estate.  What usually does not accompany those dreams are the details that come with said adulthood, such as estate planning and forming living trusts, to protect all of those things;  however, ensuring that these details are taken care of is imperative if you do not want your beloved valuables to fall into the wrong hands.  A Colorado trust and estate planning attorney from our firm can help you secure everything that you have worked so hard to attain.

Wiegand Attorneys & Counselors has over 40 years of experience in estate management and probate law, providing direct guidance in managing trusts, decedents’ estates, and other fiduciary responsibilities.  Since fees are based on actual time spent and not on the percentage of assets, we will arrange these fees to accommodate almost any budget.  We have offices in Denver and Breckenridge, and we are licensed to represent clients in both Colorado and Louisiana.  We can help anyone who lives in either state who is a beneficiary or descendant navigating his or her way through state probate and trust law as it applies to them.  A Colorado trust and estate planning attorney from our firm is proficient in business law as well as estate planning in order to complement our probate law and trust services.

Do I Need a Trust and Estate Planning Attorney?

Everything that you have accumulated likely has some value to you.  Whether that value is monetary or sentimental or both, you should take the necessary steps to protect what you hold dear.  Ensuring that your assets, property, and other valuables are taken care of is the most sensible step to protect all that you have worked to build.  A local Colorado trust and estate planning attorney from our office can help with every aspect of both the trust and probate process.

Further, a named representative of an estate may not always be a professional.  In fact, it is often a family member who has no legal knowledge.  A trust and estate planning attorney can guide and direct a non-professional personal representative or executor, trustee, attorney-in-fact. or other fiduciary.  This will ensure that the best possible decisions are made within the scope of the representative’s duties in regard to the estate.  Additionally, we can prepare the necessary documents to open a probate estate, to deal with creditors, and to settle the assets of the estate in whatever manner called for in a living will, trust, or other documents and, when it is time, close the estate.

Do not leave your valuables exposed to risk by not preparing properly.  Planning your estate is easy when you retain the employ of an experienced Colorado trust and estate planning attorney.  He or she can ensure that all that you have worked for is assigned to the right person(s), that any funds are directed where they need to be, as well as any other similar details specific to your estate.

What Responsibilities Does the Fiduciary Have?

A fiduciary is defined as “a person to whom property or power is entrusted for the benefit of another.”  This role can be assigned to either a trusted friend or professional.  Whoever you appoint as the fiduciary will be responsible for the following regarding the estate:

  • Keeping accurate financial records.
  • Investment decisions.
  • Understanding and applying fiduciary accounting rules and using discretion in applying these rules.
  • Preparing and filing appropriate tax returns, including making the appropriate tax elections.
  • Allocating discretionary distribution between or among multiple beneficiaries and dealing with disputes with beneficiaries who question the use of your discretion.

We can assist with settling any issues between beneficiaries, between the fiduciary and the beneficiaries, or between other interested parties.  We can also provide additional fiduciary support by preparing and filing necessary tax returns — including income, estate, gift, and generation-skipping tax returns.

Questions About the Probate or Trust Process? Contact Us Today

For over four decades, Wiegand Attorneys & Counselors have been helping people secure their estates by drafting living wills and trusts and representing people through the probate process.  We utilize our experience in order to help draft a solid estate plan in a quick and efficient time frame so you can move on with some sense of security.

To schedule an appointment with a Colorado trust and estate planning attorney, call our Breckenridge office at (970) 445-1510 or our Denver office at (303) 741-6512.  Additionally, you can fill out our online form.  We are confident that we can help you meet your estate planning and probate needs. Call us today to start your preparation.

 

Professionalism: The Commitment of Our Firm

Professionalism is conduct reflecting the values embodied in the Colorado Attorney Oath of Admission, the Colorado Principles of Professionalism, and the Colorado Rules of Professional Conduct. These values require attorneys always to act competently, civilly, and with integrity and to commit themselves to the public good and to furthering the interests of justice.

CBA LBA Martyndale Hubble