TRUSTS, WILLS, & BUSINESS FORMATIONS

PRACTICE AREAS

To request a consultation, give us a call at (719) 428-4495 or message us online.

When clients choose to partner with our Legal Practice Areas team at Mason Law & Planning Group, we make it our highest priority to make their long-term financial goals a reality. To that end, we facilitate our clients’ efforts to preserve their generational wealth, protect their assets, and secure their legacies. Our attorneys have advised clients for 15+ years and have been doing so out of our office in Monument, CO since 2012. In that time, we have helped countless clients create and implement complex strategies regarding their estates, businesses, charitable donations, and more. No matter where you’re at in life or what might be in store for you, we want to empower you through informed and creative legal and financial planning.

CLIENT REVIEWS

WEALTH PLANNING SERVICES IN MONUMENT & COLORADO SPRINGS & THE SURROUNDING AREAS

ESTATE PLANNING & PROBATE

At Mason Law & Planning Group, we understand the importance of protecting your legacy and providing for your family. Our experienced estate planning lawyers are dedicated to helping clients create comprehensive and personalized plans that ensure their assets are passed on to chosen beneficiaries with minimal taxation or other complications.

We look at the big picture and make sure everything is covered. To that end, we also help clients plan for and navigate probate. From updating a will and modifying a trust agreement to counseling family members and personal representatives on probate administration, we offer a wide range of probate-related services designed to encourage smooth asset transfers, even in the midst of unexpected life changes.

CHARITABLE GIVING

Through our charitable planning services, Mason Law & Planning Group facilitates donations and advises clients on their legal and tax implications. We counsel clients throughout the entire process, from start to finish, and assist them with structuring these donations for maximum tax benefits and to ensure compliance with state and federal regulations.

ASSET PROTECTION

In this highly litigious and complicated world, protecting your hard-earned wealth from those who seek to exploit it is paramount. Our approach to asset protection is to help clients preserve their generational wealth and safeguard their property from creditors, bankruptcy, lawsuits, and other forms of financial loss. Our attorneys offer comprehensive exemption diagnostic services for annuities, retirement accounts, homesteads, and so forth, as well as personalized trust structures, business entity strategies, and more.

BUSINESS FORMATION & SUCCESSION PLANNING

Our attorneys help clients select a business formation structure based on their unique situation, considering their business plan, future goals, and tax implications. Even if you don’t operate a profit-earning business or have never considered including an LLC in your estate plan, you may benefit from the flexibility and protection it can offer your family.

We also help clients with business succession planning in order to ensure continuity and stability in leadership. Whether you need help transferring business interests to a loved one or need guidance on how to plan for the unexpected, our lawyers can help you establish the foundation for a smooth transition in ownership when the time comes.

Contact our office today to discuss your long-term goals with our attorneys.