Peace of Mind for Those Left Behind
Wills | Trusts | Business Formation | Small Business General Counsel
Estate and Business Planning in Colorado and Wyoming
Welcome!
I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure what you love.
Our firm was built with the needs of those we serve in mind. We understand what it is to make sure your loved ones are protected and we work with our clients to make sure their individual needs are met. So no matter if you are growing your family, caring for an elderly parent, making sure those in your family that have special needs are properly cared for, or wanting to make sure your own long term care is set, we are here educate our clients so they can protect themselves and their loved ones in the future.
We get that you want to decide not only your own future care, but who would care for your children, if needed, and that those who would care for you or those you leave behind are properly prepared.
Our mission is to help you plan for the future; to communicate with you; to be available to you. No matter if you have a simple question or if you need to make a major change to your future plans, we are here to support your decisions and make sure that you are educated and protected.
Meet Matt Meuli, Attorney at Law
My goal is to be your trusted advisor who helps you make the very best personal, financial, legal and business decisions for your family and your business throughout your lifetime.
I want to help you and your family as well as your business not just now, but also when you can't be there so that I can help guide your loved ones and colleagues through a difficult process.
In short my sole focus is to help families and businesses avoid collapse after the death or disability of a loved one or business owner.
If you wish, let's connect, chat and see if we are the right fit to meet your needs.
Frequently Asked Questions
Estate planning is much more than just drafting a will. It's about understanding your values and creating a plan that meets your goals and wishes.
Estate planning is an important part of protecting your minor children and safeguarding your hard-earned assets from the cost of long-term care.
No two estates are alike, so it's important to work with an experienced estate planning attorney who can create a personalized plan that is perfect for you and your family. Estate planning is an important step in ensuring that your legacy is protected.
Serving as a trustee entails a huge level of responsibility and liability. We have seen many instances where the person named as trustee will have limited background or experience in carrying out the legal and financial duties that come with administering a trust.
Trustees are typically responsible for all of the following:Identification, collection, and determination of values of assets. Payment of all debts, expenses, and taxes from estate and trust assets, with submission of regular accountings.
Advice as to disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust.
Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns, notifying all heirs and beneficiaries of the trust or estate. Communicating with beneficiaries.
Whether through illness, injury, or mental decline, anyone can require a quardian or conservator to care for them if they become mentally or physically incapacitated.
Children automatically qualify as not having the "capacity" to be in charge of their own financial affairs and decisions about their well-being.
And an adult may qualify as not having "capacity" if you become seriously ill or injured. Unless you have the proper estate planning in place that names the individual who will be your guardian or conservator in case of illness or injury, a probate judge will be deciding who is your guardian or conservator.
At Meuli Law Office we can guide you through the often complex and emotional process of the probate court appointing a conservator or guardian for you or for your loved ones.
If you are facing an elder law issue, an elder law attorney, like ourselves, can help you and your family navigate the landscape of aging.
You deserve to enjoy your golden years unburdened with worries about incapacity, public benefits, and long-term care. Your plan should focus on your care and protection as your advance in age.
As an elder law attorney serving Northern Colorado and the surrounding areas we understand that elder law can vary from state to state. Having an attorney that is highly skilled in protecting you from being exposed to legal jeopardy is exactly what we are able to offer here at Meuli Law Group.
According to a recent national survey, 25% of family business shareholders who are entering their senior years have not completed any estate or succession planning other than writing a will. But succession planning for a business owner involves much more than just deciding how your assets will be split up after you pass away.
At the most basic level, a succession plan is a documented road map for partners, heirs and successors to follow in the event of your death, disability or retirement.
Your succession plan can include a valuation of your business, a program for distribution of business stock and other assets, debt retirement schedules, life insurance policies, buy-sell agreements between partners and heirs, division of responsibilities among successors, and any other elements that affect your business assets.
If you have children, you have more than likely thought about what will happen to them if something happens to you? Make sure you name legal guardians to care for them long-term, and yes, this needs to be done legally.
To make it easy for you, we have created a online platform that will allow you to name your kids guardians for free.
Once you name the guardians for your children you can rest easy knowing that they will be placed with those you love and trust in the event something happens to you.
Estate planning is much more than just drafting a will. It's about understanding your values and creating a plan that meets your goals and wishes.
Estate planning is an important part of protecting your minor children and safeguarding your hard-earned assets from the cost of long-term care.
No two estates are alike, so it's important to work with an experienced estate planning attorney who can create a personalized plan that is perfect for you and your family. Estate planning is an important step in ensuring that your legacy is protected.
Have Kids At Home?
Then You Need To Name Legal Guardians. Do It Here For Free.
If you have children, you likely worry about what would happen to them if something happens to you.
At the very least, you want to name legal guardians to care for them for the long-term. And, it needs to be done legally. So, we've created a website to make it easy and you. You can name guardians for your kids for free.
Once you name guardians for your kids, you will rest easy at night knowing for sure...What would happen to your kids if something were to happen to you?
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How We Work
With Families
Contact Us
Meuli Law Office, PC
1230 W Ash St Unit D Windsor CO 80550
office@yourtrustedplanner.com
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