Northern Colorado Estate Planning and Wills
We all need to plan for the future. Important aspects of our future involves estate
planning, which includes wills, such as contingent trust wills, revocable trusts,
and irrevocable trusts, durable power of attorneys, and living wills. Bill Kneeland
has experience helping clients navigate through a myriad of decisions for your future
planning needs.
Your estate plan may, in addition to the above, call for:
- Creating or terminating co-tenancies
- Making gifts outright or in a trust through revocable or irrevocable trusts
- Changing beneficiary designations in life insurance policies or employee benefit
plans, such as a 401K plans
- Acquiring new life insurance policies or transferring old ones
- Changing investments or the form of ownership of such investments
To formulate a comprehensive plan that meets a client’s individual
needs, Bill Kneeland may suggest adding other experts to the estate planning
team, for example, an insurance advisor, accountant or CPA, trust officer or
financial advisor.
Confidentiality, trust and mutual respect make up the foundation of Bill’s work
ethic with clients on their estate plans and future.