Over time, your assets will change, your family will change, the law will change and your life will change.
Your plan must accommodate all of these changes in order to make sure your plan works when your family needs it the most. If your plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.
In addition, we ensure your assets are owned in the right way throughout your lifetime. There are currently billions of dollars sitting in State Unclaimed Property depots and we never want to see a penny of your assets there. Or for your family to be stuck dealing with the Court when you’ve worked so diligently to make things as easy as possible. That’s why we prepare a Family Wealth Inventory of your assets and keep it up to date year in and year out. So your loved ones can always locate what you own and how you own it, if and when necessary.
it's all about
the details
With each of our estate plans we include a no-charge three-year review to ensure that as your life changes, so does your estate plan and to confirm your assets are held properly for maximum protection.
MAKE SURE YOUR PLAN CHANGES WITH YOUR LIFE, YOUR ASSETS AND THE LAW
3 YEAR PLAN REVIEW IS INCLUDED
Where do I start?
Schedule an initial consultation. This will allow us to sit down with you, answer all your questions, so that you can make an educated decision moving forward. This will also allow you to decide if we are the right fit for you and your needs. This is a no cost, no obligation appointment. We can do this by zoom or in person.
When we sit down to conduct the initial review of your needs, at that time we will share what our costs will be for our services. We don't believe in surprise fees, so we share what the costs are ahead of time so that you can weigh this in your decision to work with us. Almost all of our services are offered in package pricing, so you know what to expect, from start to finish.
What are the fees?
Estate Planning
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Trust Administration
Elder Law
Planning for Incapacity
Adult Guardianship & Conservatorship
BUSINESS PLANNING
Main Office
1230 W Ash, Suite C
Windsor, CO 80550
Additional Locations
Loveland, CO
Fort Collins, CO
Office Number:
970.820.0090
Learn More about our services
practice areas
Learn More About MATT
PRACTICE AREAS
estate planning
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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.
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PRACTICE AREAS
trust administration
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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.
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PRACTICE AREAS
elderly law
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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 Office
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PRACTICE AREAS
planning for incapacity
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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 Office.
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PRACTICE AREAS
adult guardianship &
conservatorship
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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.
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PRACTICE AREAS
family business
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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.
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