Helping you plan - for the present and the future. Estate planning can be thought of as "Future Planning, " and there are more reasons you need it than you may think. We all age. Most of us will need some form of assisted living or long-term care in our senior years. That care comes at a high price.
We can help you protect the family savings while getting your loved one the care they need. Planning for the future can be more challenging for families with special needs children. Financing their care after the passing of a parent or caregiver requires special attention to asset management and mindfulness of public benefits qualifications.
We can help you protect the family savings while getting your loved one the care they need. Planning for the future can be more challenging for families with special needs children. Financing their care after the passing of a parent or caregiver requires special attention to asset management and mindfulness of public benefits qualifications.
Services
Here at Elevate Estate Planning, LLC you are not simply another transaction - another will, trust, or healthcare directive. We view our clients as family. When you engage us to assist you with your future planning, we view it as the beginning of a lifelong relationship.
We will stay in touch over the years to ensure that your plan continues to reflect your goals, and be available to make the necessary changes when the unexpected death or divorce occurs, or that first grand-baby is born.We'll be here for you when a legal problem arises in your life and you need direction on where to turn.
We will stay in touch over the years to ensure that your plan continues to reflect your goals, and be available to make the necessary changes when the unexpected death or divorce occurs, or that first grand-baby is born.We'll be here for you when a legal problem arises in your life and you need direction on where to turn.
An estate plan is really just a term used to describe a coordinated collection of legal documents designed to prepare you and your family for your incapacity or death - and to make those events more manageable and less expensive. These legal instruments are designed to implement your wishes and intentions regarding the handling of your affairs when you are unable to do so directly, whether that be due to incapacity or death.
Elder Law is a rather broad term used to describe legal issues facing seniors - everything from estate planning, to planning for long-term care, to elder abuse, to nursing home negligence, and much more. We are a planning firm, not a personal injury firm, so our firm's focus is in helping our clients plan for the future.
Thousands of Coloradans are living with mental or physical disabilities that limit their ability to manage their affairs. Families of children or adults with special needs require specific planning to ensure that the present and future care of their loved one is secured and uninterrupted, come what may.
Reviews (9)
Justin Broome
Feb 12, 2021
Report
My wife and I were referred to Jonathan by a friend for some estate planning. From the beginning, Jonathan was very friendly and professional. He listened to our goals and quickly put in place a full estate plan for my family at a very reasonable price. I even recommended Elevate to family members, and they have all been happy with Jonathan’s services! Five stars!
Erin DeRoia
Jan 14, 2021
Report
Austin Keys
Dec 30, 2020
Report
General Manager
Oct 17, 2020
Report
Mike Schmisek
Jul 12, 2020
Report
Julie Brookins
Feb 04, 2020
Report
Austin New
Jan 09, 2020
Report
Jonathan and the team at Elevate Estate Planning are an excellent resource for anyone who is looking to plan for the future. Jonathan is knowledgeable about estate planning, but more importantly he is able to coherently explain the nuances to someone who is unfamiliar in this area. I would highly recommend Jonathan to anyone who needs estate planning.
Not Your Average Insurance Guy
Sep 12, 2019
Report
Travis Harper
Aug 27, 2019
Report
