Estate Planning

Estate planning is the process of forming a plan to protect your family if you become sick or pass away. An estate plan protects your family’s financial future and fulfills your wishes for medical care, memorial services, and solidifies a positive legacy. Even if you’ve discussed plans with family members ahead of time, only proper legal documentation can prevent the loss of wealth, improper medical care, and conflict among family members.

Anzen Legal Group understands the sensitive nature of estate planning and offers guidance to clients through our office in Fort Collins, Colorado. We offer in-person consultation and planning sessions. We also provide estate planning by video conference and digital document exchange through our secure document portal. Our attorneys work with individuals and families to develop wills, trusts, and plans that cover financial matters as well as end-of-life care. Proud Member of the ARAG Attorney Network.

Wills and Legacy Planning

We draft Last Will and Testament documents, living wills, and documents that control gifts of your property if you pass away. Our attorneys also handle charitable giving, conditional giving, distributing or delaying inheritances, and other legacy planning operations.

We also administer the distribution of tangible assets, real estate, intellectual property, digital or intangible assets, and other valuable property. Our goal is to put you in comfortable control of the gifts and transfers made if you pass away.

Trusts

Our firm can help you plan and administer the smooth transfer of assets to family or charities. We create a variety of trusts, each one tailored to fit your family’s needs. They include:

Revocable Trusts
Irrevocable Trusts
Real Estate Trusts
Firearms Trusts
Conservation Easement Trusts
DSTs

We can establish a legal foundation or trusts that operate after your death. Our team can arrange long-term charitable giving, accommodate the needs of minor children, or supervise the inheritance to specific heirs. We ensure that you control how your wealth passes to the next generation, even after you pass away.

Powers of Attorney

You might need to empower an agent to act for you in medical care, running your business, or caring for your family when you are unable. We draft power of attorney documents to authorize someone else to represent you or act on your behalf.

End-of-Life Planning

Putting an end-of-life plan in place for you or a loved one creates peace of mind, avoids conflict, and prevents confusion when carrying out your wishes. Our end-of-life planning services assure your desires are known and met. We assist clients with:

Living Wills
HIPAA authorizations
Directions for last remains
Directions for memorial services
Tissue and organ donations
Legacy planning to be sure your family understands your decisions

Family Estate Planning Packages

Your decisions about your assets today can significantly affect your family’s future. Protect your family’s legacy with our comprehensive family estate planning packages. By addressing the whole family’s needs in one set of documents, you ensure the different parts of your plan work together.

High Net Worth Estate Planning

Estate planning can be extra challenging for individuals with a lot to protect. Our firm understands the complexities and challenges of planning your estate when you have a high net worth or a large family business.

Probate Proceedings

Administering a deceased loved one’s estate can be overwhelming, especially when still grieving. The stress and loss can lead to disagreements within a family. Our attorneys know how to navigate stressful and emotional conversations to give you the advice you need. Let us advise you during the probate process to take the load off your shoulders.

We can also serve as personal representatives, guardians of incapacitated people, and conservators of estates.

Tax Planning

We guide our clients through tax optimization of their individual or business accounts. We can offer taxation counsel for corporate restructuring, real estate acquisitions, and tax-deferred exchanges.

Our tax planning services help you find ways to maximize your savings now and protect your assets into the future.

Business Succession Planning

Our business succession planning services allow you to plan and successfully execute a business transfer to a family member or trusted colleague. Succession planning is more nuanced than selling your business. It is an intentional, planned transfer that can occur in an emergency, when your family members are ready to step up, or when you want to retire in stages.

Our business estate planning services include emergency powers, inheritance or transfer of the business, powers of attorney services, and succession documentation. Every succession plan is unique, so call us for a consultation.

Trust Administration

You work hard for each sale in your business. Don’t let legal loopholes and technicalities set you back. We help clients form contracts and agreements with other business entities. Our attorneys handle situations big and small, such as sales agreements, equipment leases, vendor relationships, or accepting investors.

Consult our legal team before committing your business to a new contract. By drawing on our experience, you can ensure your next deal is beneficial and enforceable.

Trust Your Legal Needs to Our Experienced Attorneys

The Lawyers at Anzen Legal Group are eager to assist you with transactions, contracts, and business negotiations. We are here to help you grow! We pride ourselves in helping business owners in Fort Collins and across the state.

Testimonials

Rarely do I give 5 stars but Attorney Kevin Strait answered all my questions about starting my business and helped me analyze my start-up costs. He’s incredibly knowledgeable and made my life so much easier.
Seriously impressed.

Terry R

I call Kevin with Anzen Legal for all of my aviation business’s legal needs. His advice was invaluable to my business start-up process.

Zac B

Attorney Kevin Strait did an amazing job to help us get out of an urgent predicament that required immediate action over a weekend in a complex matter. He was extremely responsive to our needs and his counsel was spot on and helped resolve the situation within less than 72 hours. Highly recommended!

Clemens C

Kevin, one of the attorneys, does a great job explaining how the law works for me and against me whenever I have a business question.

Beth S

Kevin at Anzen Legal helped me avoid some legal pitfalls in my industry association meetings. He does a great job applying legal knowledge to the real world of business.

INTERNAL CAVALIER

One of the attorneys, Kevin Strait, walked me through all my options for starting a non-profit. He was able to boil down the process to the essential things I needed to know.

Luke S

The team at Anzen are without a doubt the best I have worked with. Not only are they competent, professional, and knowledgeable, but they are the 1% of attorneys that the 99% are giving a bad name to. Do yourself a favor, and place all your legal affairs in their capable hands. I didn’t regret it and neither will you.

Nathaniel Stephens

I have had the privilege to work with Mr. Strait on both personal and professional levels, and I have a deep level of respect for him in both areas. Mr. Strait is a competent attorney which is further enhanced by his prior engineering and business experience. What I most deeply respect about Mr. Strait is his integrity and his care for people as individuals, and I consider him heroic in both. I continue to rely on his services, and I commend him to others as well.

Chuck Longtine