Estate Planning


Monument Estate Planning Attorneys

Who Needs an Estate Plan? 

Although it can be intimidating and emotional to think about end-of-life topics and the lives of your loved ones after you’re gone, almost every adult can benefit from having an estate plan in place. At Mason Law and Planning Group, we want you to know that estate planning can actually make thinking about these things less unsettling and more comforting. This is because estate planning gives you an opportunity to control the future of your assets and protect the ones you love. If you own a business, have children, are married, or own any assets whatsoever, it’s important to have a plan in place that outlines your wishes on how these things should be cared for in the future. This holds true regardless of your age or financial situation. 

Our Monument estate planning lawyers at Mason Law and Planning Group provide personalized, compassionate, and informed guidance to individuals and families who need help arranging their estate. Paul Mason, Esq. opened our office in 2012. Since that time, we have helped countless clients with their estate plans, and all of them had unique situations. Our attorneys know how to look at the bigger picture and consider all the angles when crafting these plans. We help clients balance the many different aspects of their lives — their family, financial interests, legal situation, and personal long-term goals. We look forward to doing the same for you. 

Secure Your Family's Future with a Comprehensive Estate Plan

With over twenty years of experience, Mason Law and Planning Group is your reliable partner in Colorado's estate planning scene. Our signature is clear pricing that doesn't include any extra fees. Through open communication and process guidance, prospective clients are ensured to make well-informed decisions. We have been a vital component of the Colorado community since our founding in 2012. Mason Law and Planning Group offers a distinctive combination of experience, candor, and professionalism in estate planning, helping families craft legacies with a touch of integrity.

Why should you consider creating an estate plan?

  • Preserve your assets: An estate plan allows you to determine how your assets will be distributed after your passing, ensuring that your loved ones receive their rightful inheritances.
  • Minimize taxes: Proper estate planning can help minimize the tax burden on your estate, allowing more of your assets to go to your beneficiaries.
  • Protect your family: By designating guardians for minor children, you can ensure that they will be cared for by someone you trust in the event of your untimely passing.
  • Avoid probate: A well-crafted estate plan can help your loved ones avoid the lengthy and costly probate process, allowing for a smoother transition of your assets.
  • Plan for incapacity: A thorough estate plan can include documents such as a durable power of attorney and healthcare directives, which designate someone to make financial and medical decisions on your behalf if you become incapacitated.

Don't leave the future of your family to chance. Speak with our qualified Monument estate planning lawyers during an initial consultation to begin securing the future of your loved ones.

If you’re ready to begin planning for the future, we encourage you to contact our office via online form or by dialing (719) 292-1888 and schedue a consultation with our estate planning lawyers in Monument, CO.

Commonly Asked Questions

What documents are included in an estate plan?

An estate plan typically includes a will, living trust, power of attorney, and healthcare directive. These documents outline your wishes regarding the distribution of your assets, the appointment of guardians for minor children, and the management of your financial and healthcare matters in the event of incapacity.

Is estate planning only for the wealthy?

No, estate planning is not only for the wealthy. It is important for individuals of all income levels to have an estate plan in place. Even if you don't have significant assets, an estate plan can still ensure that your wishes are carried out and your loved ones are protected.

What happens if I die without an estate plan?

If you die without an estate plan, your assets will be distributed according to the laws of your state through a process called intestate succession. This may not align with your wishes and can lead to disputes among family members. Having an estate plan in place ensures that your assets are distributed according to your wishes.

Client Reviews
  • A wonderful and professional office!

    Anna is very knowledgeable and attentive when it comes to going over documents. You can see that she loves her job and puts her all in to it!

    - Marquez R.
  • We especially like the annual revisiting of our plan

    We were impressed by the knowledge of everybody in the office, and their willingness to help us not only understand our estate plan, but to assist us in making it work the way we need it to.

    - Kelly B.
  • We made a very thorough review of my trust, and all my questions were answered.

    Some slight changes were necessary, and they're preparing them and have already set up a date for another review in a week.

    - Terrell N.

Dedicated Estate Planning in Colorado Springs & the Surrounding Areas

Crafting an estate plan isn’t just about distributing and protecting your assets. Estate plans go much further than that. They give you a way to positively contribute to the lives and wealth of your family across multiple generations. By having a carefully crafted estate plan, you are ensuring that your legacy will continue to benefit your loved ones, their children, and other future generations. You are establishing a foundation upon which your family can build over time. 

Through wills, trusts, and other tools, Mason Law and Planning Group can help you create an estate plan that ensures your belongings (and not your debts) go to the appropriate beneficiaries. Depending on your needs, an estate plan can resolve debts and take care of creditors. It can arrange guardianships for any dependents, as well as name a personal representative to administer your estate. An estate plan can also give you a way to assist your family with probate or enable them to essentially bypass it altogether. This is particularly important, considering probate can often lead to tension and division between family members. 

Our Monument Estate Planning Lawyers Helping You Protect Your Wealth and Your Family

Nothing means more to us than helping individuals and families protect their legacy. Our estate planning group started with this purpose in mind. When you choose to work with us, we won’t give you a “cookie-cutter” estate plan. Our lawyers will get to know you and explain the potential benefits an estate plan can have for your specific situation. We’ll work with you to craft a comprehensive estate plan with your unique goals in mind. 

Our attorneys tell our clients to think about the future. We will continue advising and caring for you and your family as your wishes grow and concerns change. Our team can update your estate plan when there’s a new addition to the family or some other major life adjustment. We can also advise your family and personal representatives when it comes time to navigate probate and administer your estate. With us, you should feel confident about what the future holds. 

Find out how our Monument estate planning attorneys can help you protect your legacy by calling (719) 292-1888 or messaging us online.

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