Estate planning is about seeing the present, anticipating the future, and addressing your ever-changing planning needs.
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A trust is one of the most effective ways to manage your assets during your lifetime and ensure a smooth...
A will is the foundation of any well-structured estate plan. It ensures that your assets are distributed...
While we do not offer litigation probate services, our team at Mason Law & Planning Group provides expert...
With our asset protection plans, you can shield your assets from potential creditors and legal claims to...
Protect assets, ensure business interests are passed to loved ones, and gain tax benefits.
Create a succession plan to ensure a smooth transition of your businesses ownership.
*Consultations at our Castle Rock, Colorado location are by appointment only.
16055 Old Forest Point
Suite 301
Monument, CO 80132
333 Perry Street, Suite 309
Castle Rock, CO 80104
Clearly outline who inherits your assets and who will make decisions on your behalf.
Proper planning can help your loved ones avoid lengthy and expensive probate processes.
Name guardians for your children to ensure they are cared for by someone you trust.
Designate powers of attorney and healthcare directives in case you become unable to make decisions.
Ensure financial security for your family, including those with special needs.
Yes, working with a local trust attorney ensures compliance with Colorado’s specific laws and provides convenient access for consultations and updates to your estate plan.
Without a will or estate plan, your assets will be distributed according to Colorado state laws, which may not align with your wishes. This can lead to delays, disputes, and unintended beneficiaries.
While both documents outline how your assets will be distributed, a trust takes effect immediately upon creation and can help avoid probate, whereas a will is implemented after your passing and typically requires probate.
A family trust provides financial security for your loved ones, reduces probate delays, and allows you to specify how and when your assets are distributed.
We recommend reviewing your plan every 3–5 years or after any major life event, such as a marriage, divorce, birth, or relocation.
An estate administrator manages the probate process. Responsibilities include gathering assets, paying debts and taxes, and distributing property to beneficiaries.
