Marc Carlson – Castle Rock Estate Planning Attorney

Marc Carlson |

Estate Planning Lawyers Colorado, LLC

(303) 775-1112

https://www.estateplanninglawyerscolorado.com/

973 Melting Snow Way
Castle Rock, CO 80109

Marc Carlson | Estate Planning Lawyers Colorado, LLC

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Firm Summary

In my journey as a former educator and dedicated advocate for my clients, I have come to understand the paramount importance of effective communication, active listening, and compassionate advice. As the proprietor of a private law practice, my focus centers on empowering individuals to safeguard their well-being through comprehensive lifetime disability planning and asset transfer strategies.

Having been married to my late wife, Donna, since 1970, we built a family together, including a son, a daughter, and seven cherished grandchildren. Settling in Colorado in 1972, I’ve found fulfillment not only in guiding clients through Will and Trust planning but also in savoring precious moments with my family, indulging in golf, travel, literature, movies, and actively participating in church activities.

Life is unpredictable, and my mission is to inspire preparedness in people and their families for unforeseen tragedies such as car accidents, falls, dementia, or sudden death. Without adequate planning, families may be left grappling with financial chaos.

Drawing from personal experiences, I have witnessed the repercussions of inadequate lifetime mental disability planning or death planning. In one instance, my wife and I assisted an elderly lady for over a decade, who, after suffering a stroke, faced short-term memory loss. Another client, aged only 54, endured a debilitating stroke, necessitating an expensive and emotionally taxing conservatorship court action due to lack of planning.

However, early steps can be transformative. I share the example of a neighbor with dementia who, thanks to proper preparation, had her disability trustee manage her affairs without court intervention. Similarly, my brother, facing a serious illness, organized his estate planning, ensuring his adult children would inherit according to his wishes.

My commitment is to inform and guide clients towards selecting a family protection plan aligned with their needs. When clients entrust me with their wills and trusts, I guarantee quality service, counseling, advice, comprehensive documents, and value for a reasonable fixed fee. Through an “Estate Planning Analysis Consultation,” clients gain insights into wills and trusts, making informed decisions about their estate situation.

With an accessible communication style, I ensure clients feel at ease and take the necessary time to clarify their choices. I maintain a commitment to ongoing education in estate planning to enhance my knowledge and professionalism. The joy lies in having satisfied, prepared clients, and I consider it a privilege to extend my assistance to you and your family. For a prompt response, reach out today, and I’ll return your call or email within 24 hours.

Further accolades reflect my dedication to excellence. In 2023, I achieved an “AV Preeminent Rating,” the highest possible in both legal ability and ethical standards, as recognized by Martindale-Hubbell. Additionally, I received the Albert Nelson Marquis Lifetime Achievement Award in 2017, a testament to my contributions as an estate planning attorney with Estate Planning Lawyers Colorado, LLC, Castle Rock, CO.