Areas of Practice

Most people don't need a complex estate plan.  In fact, the typical client that Carole sees only needs a Will-based  plan, which includes powers of attorney and other important documents.  Call Carole to learn more about what's included in her will-based estate plans.

Trust-based plans are more complex and require more effort to establish and utilize correctly.  However, they work well for those with out-of-state property, blended families, or who want to prevent the probate of a will on their death. Call Carole if you think a trust-based plan is right for you.

Young adults who are just starting out frequently don't think about estate planning.  However, having a trusted older adult named as your medical and financial power of attorney is a must.  Call Carole to learn about my affordable young adult document package to protect yourself as you begin your adult life.

The loss of a loved one is never easy.  But Carole can take the stress out of most probate situations, so that the transfer of your loved one's assets doesn't have to add more stress to an already stressful situation.  Carole handles probates in most Denver Metro Counties.

There's more than one way to skin a cat.  If you want to avoid probate, you can do it in more than one way.  The most common is to have a trust.  But you can also set up your Will-based plan to avoid probate as well.  But like everything, there are pros and cons.  Talk to Carole to learn more and determine the best option for your specific needs.

You don't just need a plan for your personal assets.  If you own a small business, you need to make sure it is taken care of for your lifetime, both now and in retirement.  Carole can walk you through options to make sure your business is either wound up efficiently or passed on to someone who can continue to make it grow and prosper.