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Creative Legal And Financial Planning.

Building Strong Legacies Through Thoughtful Legal Counsel

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.

Our Practices Services

Wealth Planning Services in Monument & Colorado Springs & the Surrounding Areas

Planning

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.

4 Common Estate Planning Mistakes

Probate

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.

Last Will

Estate Planning

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.

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Success Planning

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.

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Charitable Giving

Mason Law & Planning Group specializes in strategic philanthropic planning, helping clients structure impactful donations through trusts, donor-advised funds, and private foundations. We optimize your charitable giving to maximize tax advantages while ensuring full compliance with IRS regulations, so your generosity achieves both financial and mission-driven goals.

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Business Formation

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.

Testimonials

What our

clients are saying

Tina Worker
00:31 09 Apr 25
Our experience with Mason Law has been very positive. It is challenging and sometimes emotional as we navigate the future plans for our trust. We have been met with professionalism, patience and kindness. The associates we have worked with in person, over the phone or email have been responsive, meticulous and detailed. They are exceptionally knowledgeable and always willing to answer questions. Highly recommend this group for your trust needs.
Dan Schaeffer
21:01 05 Apr 25
The Staff at Mason Law did a great job putting together our estate plan. Look forward to continuing our relationship.
Madison Scheper
17:37 02 Apr 25
bazeball05
22:05 01 Apr 25
This place is top notch. They will take care of everything needed with estate planning
Tracy Vander Wilt
00:54 31 Mar 25
Marisa is a very knowledgeable attorney!
Richard
20:50 21 Mar 25
My wife and I had a great experience with Brenda and Veronica at Mason Law. We have been setting up a trust and will through their office and had many questions about the process. They met with us and answered all our questions and guided us through the process. They were very pleasant and professional and gave us ample time to make sure our issues were addressed and resolved. We would highly recommend them and their office to anyone in need of legal planning services to include trusts and wills.
Irving Murillo
17:32 21 Mar 25
★★★★★ Excellent Estate Planning Services!

Mason Law Firm exceeded our expectations in helping us with our estate planning. From start to finish, the entire staff was professional, knowledgeable, and incredibly patient. They took the time to explain every single step, ensuring we fully understood the process and felt confident in our decisions. Their attention to detail and commitment to their clients truly set them apart. I highly recommend Mason Law Firm to anyone in need of estate planning services—10/10 experience!
Randy Sloan
21:50 02 Mar 25
I recently worked with Mason Law and Planning Group to set up our estate plan, and I can’t say enough about how spectacular they were. From start to finish, their team was incredibly thorough, walking us through every detail with patience and expertise. I was especially impressed by their attention to detail—nothing was overlooked, and they made sure we felt confident and informed throughout the process. If you’re looking for a group that truly cares and delivers outstanding service, I highly recommend Mason Law and Planning Group!
Bryce Gibbs
21:37 28 Feb 25
I recently had the pleasure of working with the team at Mason Law and Planning Group, and I must say, their staff is exceptional. From the moment I walked in, I was greeted with warmth and professionalism. The team is incredibly knowledgeable and dedicated to providing top-notch service. They took the time to understand my needs and provided tailored solutions that exceeded my expectations. Their expertise in estate planning and asset protection is evident, and they made the entire process seamless and stress-free. I highly recommend Mason Law and Planning Group for anyone seeking comprehensive and reliable legal services.
Samantha Reynolds
17:02 19 Feb 25
Our accountant first introduced us to Mason Law and recommended that we attend one of their estate planning seminars. Doing so proved to be one of the best decisions we’ve made. The seminar was highly informative and provided us with the clarity we needed to move forward with establishing a trust.

Throughout the process, Mason Law was incredibly accommodating, especially when we needed to reschedule our initial meeting multiple times. When we were finally able to meet, their team guided us through every step with professionalism and care. My husband and I are in our late 30s. While we are still fairly young, we know that things happen. We have seen first hand what can happen when things are left open ended and we did not want that for our family. Now, my husband and I feel a tremendous sense of relief knowing that we have secured our family’s future and provided them with peace of mind.
The Mason Law group was extremely professional and competent through the entire process of preparing of family trust. I would highly recommend them.
Everyone in this office has been extremely knowledgeable, professional,friendly, helpful and understanding of my needs and wishes. I am so happy to be a client here, they are very responsive and state of the art, very happy with them!! Highly recommend!
After the appointment with Christian and Kayla, their courtesy and professionalism exhibited toward clients is obvious. Both are extremely knowledgeable and answered all questions patiently and completely. Each step of the process was explained thoroughly, and I am confident the desired outcome has been achieved. I highly recommend Mason Law and Planning for any and all legal needs.
Damon and Kayla were both quite helpful and highly qualified. They were able to answer all our questions and make necessary changes to our Trust.
Mason Law and Planning Group is the go-to law firm for estate planning. They can help with wills, trusts, probate and so much more. Plus they offer educational and informative events to learn more about specific topics and how they can help you. Highly recommend Deborah Margerum and Mason Law and Planning Group.
Wonderful law firm! The lawyers and paralegals we dealt with were knowledgeable, professional and very patient explaining and helping us thru the steps of our estate planning. They were always available every time we called when we had questions and we never felt rushed during our phone conversations. Highly recommend Mason Law Firm!
I had a fantastic experience working with Mason Law for my estate planning needs. Deborah was incredibly knowledgeable and made the process clear and stress-free. Alyssa was always responsive and organized, and Troy’s professionalism gave me full confidence that I was in great hands. The whole team made a very complex process feel simple. I highly recommend Mason Law!