Rick Zier – 970.482.2255

Estate Planning

You own property that is valuable. You may accumulate more wealth through work and inheritance. How do you protect it? How do you ensure it will last your lifetime, be available to provide income to you for your retirement, and still be sufficiently sizable to provide your spouse and heirs a comforting inheritance? Estate planning is very important for achieving your financial goals as well as many family aims and desires.

This office engages in extensive estate planning for our clients. Mr. Zier will discuss your situation with you, answer your questions, consider all available alternatives for you, recommend a course of action, and prepare the documents you need to chart your course. Many clients own property with brothers and sisters and want to sever the connection; others want to hold property jointly with their children. Mr. Zier will help you navigate through such circumstances and obtain the desired result. Sometimes clients hope to bequeath specific items of property to specific persons, often not related to them. Again, Mr. Zier can counsel you as to the different ways in which this may be accomplished and the advantages to each.

Estate planning services certainly involve wills and trusts, but also such other things as:

  • Living wills
  • Medical powers of attorney
  • Advance medical directives and Do Not Resuscitate directives
  • Financial powers of attorney
  • Guardianships and conservatorships