Estate Planning in Denver
Protect Your Legacy – The third leg of the stool
We don’t need to tell you how much hard work it takes to grow your wealth.
Your estate coordination with tax and wealth management becomes the critical “third leg of the stool.” Planning for life’s later years, as early as possible, is essential to the health of your decades-long effort.
Estate planning with ACM Wealth Solutions (ACMWS) in Denver can help you answer life’s toughest questions, like “How can I ensure my family is taken care of financially when I’m gone?” and “How do I want to be remembered?” We understand the intricacies of estate planning, including division of complex assets, unique family situations, and any other curveballs life may have thrown you.
Our team of Advisors and CPAs work closely with your existing estate planning attorneys or help you tap into our vast partner network, who each specialize in coordinating your needs to create a seamless, ever-evolving plan.
We’ll meet with you to get to know you and to evaluate your financial health, assets, objectives, and goals for estate planning in Denver. We can be as involved with your estate attorney as you prefer—and are happy to work directly with them to ensure that plans for your business, wealth distribution, charitable giving, and more are carried out. We also prioritize efficiency and avoid as many of the costs or delays of probate as we can.
Unique Estate Plan
After meeting with you and working with your attorney, we create and present multiple strategies, each tailored to your particular objectives. Varying in risk and return, we’ll walk through each of these options with you to help you determine which plan fits best with the long-term goals of your estate plan. This may include: retirement trusts, wealth transfer, gifting, charitable giving, asset protection, reducing estate and gift taxes, and more.
Regular Reviews & Updates
We leave no stone unturned; our estate planning services continue long after your initial plan is set in motion. We regularly monitor updates to state and federal estate laws, as well as changes with your assets or family, to protect your legacy and ensure you avoid the avoidable. And if there comes a time we must adjust your estate plan, we will work with your attorney to ensure these changes are reflected in your will and other legal documents.
Since 2007, our primary goal has been to act as your personal advocate and create a unique culture within wealth management—one that’s energetic, focused, and passionate about helping you turn even your most complex challenges into innovative, long-term solutions.
As the Wealth Management arm of ACM LLP, a full-service accounting firm, we coordinate and execute tax and financial planning services under one roof, creating a seamless client experience.