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Boulder Estate Planning Legal Blog

Estate Planning Strategies for Colorado High Net Worth Families
Braverman Law Group, LLC

Estate planning strategies greatly vary depending on many factors. These include family structure, health needs, and the amount of assets. Because of this, high net worth families have unique needs and strategies they must utilize in the estate planning process. For example, most of the intentions of high net worth families focus more on protecting…

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How to Protect Digital Assets in a Colorado Estate Plan
Braverman Law Group, LLC

In today’s world, an estate plan must be more than just crafting a will. With technology at everyone’s fingertips, if an individual dies without disseminating their online accounts and passwords, most of the information within these accounts may be lost forever. While estate planning attorneys may have different recommendations for how to handle the protection…

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Choosing the Right Trustee for Coloradan High Net Worth Individuals
Braverman Law Group, LLC

Estate planning is a complex and complicated endeavor for many individuals. While the estate planning industry is constantly evolving, this process may be even more difficult for high-net-worth individuals. These individuals may have more considerations to take into account when planning their estate, including minimizing estate taxes, protecting their funds for heirs, and changing laws…

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How to Incorporate Your Valuables or a Collection into a Colorado Estate Plan
Braverman Law Group, LLC

Many people are passionate about collecting. Whether stamps, coins, or baseball cards, these collections hold both sentimental, and sometimes, monetary value too. Despite this, individuals may be unaware of how to incorporate these valuables into their estate plan—who will receive these prized belongings once they pass away and how to reduce tension in case multiple…

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What the Tax Debate in Congress Means for Colorado Estate Planning
Braverman Law Group, LLC

Over the past several months, the U.S. Congress has been considering tax legislation that could drastically change the face of estate planning. Versions of the Build Back Better bill have included provisions to trigger capital gains tax on a regular basis for assets held in trusts, upon death, and when making a gift. Congress also…

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Estate Planning for Colorado Cryptocurreny Holders
Braverman Law Group, LLC

Digital assets have necessitated major changes to estate-planning techniques. Once just a small pocket of the market, the now trillion-dollar-plus crypto market has yielded significant wealth for many individuals and families. For these families, the need to safely secure, transfer, and gift this new type of asset is critically important. Evolving estate planning techniques can…

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Client Reviews

When my husband died, I felt I needed to honor him for his children and friends. Working through the plans was healthy because I've been a planner professionally. My...

Barbara Joan Martin Colorado

I really appreciate your calming nature. You are incredibly helpful and kind. After speaking with me it was the first time in a long while where I was able to sleep...

Trudy Moore Colorado

I trust Bennett and feel his depth of knowledge. The time and energy Bennett spent briefing the beneficiaries of our plan – helping them to know what to expect and what...

Anonymous Colorado

Diedre took the time to go beyond our initial assumptions and explained how we can benefit from strategies no one had explained to us before.

Kathy Colorado

Bennett Braverman is a thorough, knowledgeable expert in his field. He did an excellent job in walking us through the Living Trust process, coaching us through decisions...

Lisa Colorado

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Located in downtown Boulder, across from the Justice Center. Take Canyon Boulevard to 5th Street. Our building is right on the corner of 5th and Canyon, with exposed red brick on the front. We offer onsite underground parking just to the right after you turn onto 5th. An elevator takes you to our open and light offices on the second floor.

507 Canyon Blvd #203

Boulder, CO 80302

Phone: (303) 800-1588 Fax: (303) 479-8408

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