Boulder Estate Planning & Individual Services

Thoughtful counsel for individuals and families across Boulder, Longmont, Louisville, Lafayette and the surrounding Colorado region. We help you plan, protect, and build a legacy that lasts.

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Services offered

Services for Individuals

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Serving Boulder, Longmont, Louisville, Lafayette and the surrounding Colorado region with comprehensive personal legal solutions.

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For Individuals

Estate Planning & Trusts

Comprehensive planning to protect your family and assets. Wills, revocable and irrevocable trusts, powers of attorney, and healthcare directives tailored to your goals.

  • Wills & Living Trusts
  • Legacy Planning
  • Healthcare Directives
For Individuals

Tax Planning & Wealth Preservation

Strategic tax minimization for individuals and families. Preserve wealth through sophisticated planning, charitable strategies, and multi-generational structuring.

  • Wealth Preservation
  • Estate Tax Strategies
  • Generation-Skipping Trusts
For Individuals

Asset Protection

Sophisticated strategies to shield wealth and assets. Prenuptial agreements, domestic asset protection trusts, and comprehensive risk mitigation.

  • Prenuptial Agreements
  • Asset Protection Trusts
  • Risk Mitigation
For Individuals

Philanthropic Planning

Strategic charitable giving and foundation strategies. Create lasting impact while maximizing tax benefits through donor-advised funds and private foundations.

  • Donor-Advised Funds
  • Private Foundations
  • Charitable Trusts
For Individuals

Real Estate

Residential real estate transactions with precision. Contract drafting, deed review, and coordination with title companies.

  • Contract Drafting
  • Deed Preparation
  • Title Examination

Our Approach

Planning with purpose.

Great planning starts with understanding your goals, your family, and your values. The approach is collaborative and personal, focused on creating plans that truly reflect what matters to you.

Whether you're establishing your first estate plan, navigating a complex tax situation, or buying a new home, the Boulder team brings both expertise and care to every engagement.

Areas We Serve

Estate Planning & Individual Services Across Colorado

The Boulder office serves as a regional hub for individuals and families throughout Colorado. Whether you're located in Longmont, Louisville, or anywhere in the surrounding area, the same high-quality estate planning, tax planning, and real estate services are available.

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Estate Planning & Individual Services Questions

Ready to start planning?

Schedule a consultation and we'll help you understand your options. Serving families across Boulder, Longmont, Louisville, Lafayette and Colorado.

Get StartedCall (719) 960-4396