Boulder Estate Planning Attorney

Establishing an estate plan to prepare for the future is one of the most important steps you can take to secure your legacy and protect your loved ones. Whether you’re just getting started with the estate planning process or need to update an existing plan, it's essential to work with an estate planning attorney Boulder, CO residents have a strong history with—who can provide you with the professional guidance and support you need to make informed decisions. 

At Howard O. Bernstein, P.C., we understand that estate planning can be a sensitive and complicated process. From drafting wills and establishing trusts to navigating probate and minimizing estate taxes, our experienced Colorado estate lawyers can help you and your family create a comprehensive estate plan tailored to your unique goals and circumstances. 

Located in Boulder, Colorado, we serve clients throughout Nederland, Longmont, Broomfield, North Glen, and the Denver metro area. Contact us today to schedule a consultation. 

The Importance of Estate Planning in Colorado 

Estate planning is much more than simply deciding who will inherit your belongings. A comprehensive estate plan allows you to address critical issues such as asset protection, guardianship for minor children, healthcare preferences, and your end-of-life wishes. Without a clear plan in place, your estate may be subject to the intestate rules (i.e., dying without a will) of Colorado probate law, which might not align with your personal desires. 

Regardless of your age or income level, you can benefit from having an estate plan in place. Establishing your intentions now can give you peace of mind about your estate and help avoid unnecessary confusion or financial burdens for your loved ones after your passing. 

Our Estate Planning Services 

At Howard O. Bernstein, P.C., we offer a wide range of estate planning services designed to meet your specific needs and objectives. Our primary estate planning services include, but are not limited to, the following. 

Wills 

A will is the basic foundation of most estate plans. A will allows you to outline how your assets will be distributed after your death and appoint guardians for your minor children. We can help you determine the best options for establishing a last will and testament and guide you through creating a document that reflects your wishes and goals. 

Trusts 

Trusts provide greater flexibility in managing and protecting your assets, both during your lifetime and after your passing. We are experienced in establishing various types of trusts, including revocable living trusts, irrevocable trusts, and special needs trusts. We can help you determine if a trust is the right option for you and guide you in creating documents that reflect your wishes.  

Powers of Attorney 

Life can be unpredictable, and it’s important to be prepared for the possibility of unforeseen incapacitation. A durable power of attorney allows you to appoint a trusted individual to make financial and legal decisions on your behalf if you are unable to do so. Similarly, a medical power of attorney enables you to dictate your healthcare preferences and designate a trusted representative to make medical decisions on your behalf. 

At Howard O. Bernstein, P.C., our Boulder estate planning attorneys will work with you to draft these essential documents to make sure your interests are protected even in unforeseen circumstances. 

Advance Directives 

Advance directives, such as living wills, offer you the opportunity to express your wishes regarding end-of-life medical care. By including an advance directive in your estate plan, you can provide your loved ones with clear guidance for medical or life-saving treatment and prevent potential conflict or uncertainty about your healthcare decisions. 

Asset Protection and Tax Strategies 

Protecting your wealth and minimizing estate taxes are critical components of effective estate planning. Our Colorado estate and tax lawyers are well-versed in strategies such as gifting, charitable giving, and trust-based planning to help reduce potential tax liabilities and preserve your assets for future generations. 

Updating and Revising Estate Plans 

Life changes, and so should your estate plan. Marriages, divorces, the birth of children or grandchildren, and changes in financial circumstances are just a few examples of events that may require a revision of your plan. Our team is here to help you review and update your estate plan on a regular basis to make sure it continues to serve your needs. 

Why Choose Howard O. Bernstein, P.C.? 

Many law firms offer estate planning services. However, what sets our firm apart is our personalized approach to developing tailored documents and planning materials, as well as our experienced understanding of Colorado estate law. We take the time to listen to your concerns, explain your options, and craft a tailored plan that reflects your values and priorities. 

Our goal is to establish long-lasting relationships with our clients, built on trust, transparency, and a commitment to excellence. When you work with us, you can expect compassionate and professional service throughout the entire process. 

At Howard O. Bernstein, P.C., we are proud to serve individuals and families throughout Boulder, Colorado, and the surrounding communities. Whether you’re located in Nederland, Longmont, Broomfield, North Glen, or the Denver metro area, our team is here to provide you with the legal guidance and personal attention you need. 

Estate Planning Attorneys in Boulder, Colorado 

Estate planning is a vital step in protecting your legacy and providing for your loved ones, but it’s not something you have to tackle alone. At Howard O. Bernstein, P.C., we can help you create a plan that meets your needs and goals.

If you’re ready to get started or have questions about estate planning, contact us today to schedule a consultation with one of our experienced Boulder estate planning lawyers. We serve clients throughout Nederland, Longmont, Broomfield, North Glen, and the Denver metro area.