Reduce Taxes, Preserve & Build Wealth
Colorado Springs Attorney | 719.960.4140

A WIDE RANGE OF EXPERTISE

How we help build and protect wealth for our clients

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Areas Of Practice

Wealth Transfer Planning

With wealth transfer planning, you can often accomplish multiples goals for your family, such as transfer tax savings, flexibility, financial growth for subsequent generations, financial education, and creditor protection. Peggy offers comprehensive planning backed by more than thirty years of experience. Our Wealth Transfer Planning strives to carry out your wishes and protect your wealth for generations to come.

Peggy advises clients in multiple areas to ensure their wishes are met, including: Intentionally Defective Grantor Trusts (IDGTs), Dynasty Trusts, Sales to Defective Trusts, Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs), Family Limited Liability Companies and Partnerships, Family Gifting Advice, and Asset Protection Planning. Whatever your needs or wishes, Peggy can work with you to create a solution.

Planned Charitable Giving

Planned Charitable Giving is an effective way for those charitably inclined to achieve both estate and income tax savings. If philanthropy is something that interests you, planned charitable giving could be an essential part of your estate plan.

Planned Charitable Giving includes: Charitable Lead Annuity Trusts (CLATs), Charitable Lead Unitrusts (CLUTs), Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs), Donor Advised Funds Advice, and Family Foundations.

Estate Planning

The simple fact is that virtually everyone needs an estate plan. With an estate plan, you can leave your assets in a manner that reduces estate tax, provide creditor protection for your beneficiaries, and even make plans for special needs family members.

Estate Planning includes: Revocable (Living) Trusts, Wills, General Durable Powers of Attorney, Healthcare Powers of Attorney, Living Wills, HIPAA Releases, and Disposition of Last Remains.

Estate and Trust Administration

After losing a loved one, it is important that you receive guidance on the probate process, if needed; the transfer of assets; and the relevant estate and income tax issues to be addressed. In addition, unfortunately, family members are not always aligned after a death and litigation may ensue.

Estate Administration includes: Probate, Estate Trust Administration, Family Controversy Matters, and Trust and Estate Litigation.