You’ve worked hard your whole life to accrue assets…saving and investing, risking and acquiring. No matter what your age, now is the time to plan for what will happen to those assets if you die…or even if you become ill or incapacitated.

Legal asset protection options in estate planning include:

•wills
•trusts
•transfer of assets
•formation of LLCs or corporations

Assets that you’ll want to protect properly (with the services of an attorney) can include:

•savings (cash, CDs)
•investments (stocks, bonds, annuities)
•401k or IRAs
•real estate
•life insurance
•personal property
•businesses

To schedule a free asset protection consultation with Jim Morgan, please call (303) 457-9500, or email jim@jmlaw.net.

Please note: Our law firm is located in Denver, Colorado. James Morgan, attorney, also has a Masters in Tax Law from Denver University and is a Certified Financial Planner.