Most people don't have a will or trust plan to solve the problems involved with lifetime mental incapacity and transferring assets at death. We help you create the best plan to protect your family, assets, money, and dignity, without court actions. You can make life easier for those you love by reducing their financial burdens and emotional stress.
Not having the right will or trust plan in place will leave your family with an emotional and financial mess. A loving person who cares about his or her family will choose to plan before something bad happens, such as a car accident, fall, stroke, illness, mental incapacity or death. We can help you obtain the best solutions for both lifetime mental incapacity planning and asset transfer planning before tragedy strikes.
Not having the right will or trust plan in place will leave your family with an emotional and financial mess. A loving person who cares about his or her family will choose to plan before something bad happens, such as a car accident, fall, stroke, illness, mental incapacity or death. We can help you obtain the best solutions for both lifetime mental incapacity planning and asset transfer planning before tragedy strikes.
Services
In helping my clients, and as a former educator, I've learned the importance of being an effective communicator, an active listener, and a compassionate advisor. My private law practice focuses on helping clients to protect themselves with lifetime disability planning and asset transfer planning. My wife, Donna, and I have been married since 1970, and we have a son, a daughter and 7 wonderful grandchildren.
The vision of the Carlson Law Office is to provide estate planning strategies and solutions tailored to meet your goals and needs. Help you learn what you need to know about what happens to your family if you're incapacitated or when you pass away. This way, you can set your family's course intelligently, knowingly and purposefully.
The Legacy Planning Process is designed to ensure your confidence at each step along the way from our first consultation through the delivery of your completed planning documents. Not only must you act and plan before it's too late, but also you must act in a way that will benefit your loved ones the most.
At Carlson Law Office, LLC, customer satisfaction and loyalty are our hallmarks. Our clients understand and appreciate the holistic value of what they receive - service and product. Our primary mission is to satisfy our customers' needs. We provide professional counseling and guidance in an understandable way, as well as quality documents that provide the solution you want for your estate planning.
Determine which type of plan is right for you. From wills to trusts and other options you may be less familiar with, I'll help you choose the best option for your future. Revocable Trusts are an incredibly powerful estate planning tool, allowing you to completely avoid probate and choose the way your gifts are passed down to future generations.
Reviews (14)
Kristine Whiston
Oct 03, 2022
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Marc did an amazing job! From start to finish he walked us through all the steps needed to not only plan our trust, but he covered everything we would need to know if we became incapacitated, and he even had end of life planning included in the paperwork. He made everything easy to understand, gave us all the pros and cons, and set us up with a plan that leaves us secure in the knowledge that we have taken care of our retirement years, as well as our family after we are gone. He sends you home with a notebook filled not only with your legal documents, but it is also filled with loads of information and forms you can use in the future. We found Marc to be friendly, knowledgeable, and his prices are very reasonable!
Judson Haverkamp
Mar 03, 2022
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Bob B.
Dec 13, 2021
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Marc took time to understand our goals and needs, and throughly walked us through the Estate Planning Process. He made our interaction very informative, clarifying our the needs and benefits of our plan. We are confident that our Trust meets our needs, and is understood and beneficial to our family. It will simplify a lot for our children and grandchildren. We are pleased with our experience and interactions with Marc.
Arlene Lacharite
Mar 14, 2021
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Mary Ellen Ward
Jan 05, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
George and I found Marc to be amazing! He walked us through all of our end of life planning. No easy feat. We feel like we really understand our trust and are funding it now. He is helpful whenever we have questions! If you want to be educated on Estate planning Marc is your guy!
George and I found Marc to be amazing! He walked us through all of our end of life planning. No easy feat. We feel like we really understand our trust and are funding it now. He is helpful whenever we have questions! If you want to be educated on Estate planning Marc is your guy!
Cindy Wilson
Nov 19, 2020
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With my parents’ passing two years ago and having dealt with their Trust, my husband and I came to believe we needed a Living Trust also. We did a lot of research on the internet and found Carlson Law Office. When we met with Marc, we were very impressed with his in-depth knowledge of estate planning and his clear and thorough way of explaining everything. He listened intently to our personal situation and recommended a plan that fit us perfectly. The Estate Planning Portfolio binder that he and his team assembled was amazing! Not only did it include the usual estate planning documents, but also
Brian Argrow
Aug 31, 2020
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I was not expecting estate planning to be fun; so "loved it" no, 5 out of 5 stars for a job well done, yes. I cannot imagine what our experience would have been like without having a professional like Marc to walk my wife and me through the necessary steps, explaining each step and requirement in detail. Thanks Marc, if I had to do it again, you would be my choice again.
Laura Hill
Aug 11, 2020
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Stephen
Aug 30, 2019
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Marc systematically walked me through every step of the process. He took the time to make sure I understood the pros and cons for every decision I made. He clearly laid out my options and made recommendations. He delivered an outstanding and complete binder that include all the addition material/documents that you need to move your assets into the trust. Marc is truly customer service focused, provides complete and high-quality work and in my opinion, is one of the best, if not the best in Estate attorney.Marc is exceptionally organized to the last detail. He is easy to talk to, personable, people
Brent Hendricks
Jun 11, 2019
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Marc worked with us to understand our options and what was best for our family. Marc listened to our questions and guided us with professional advice. His knowledge of estate planning is untouchable. His organization and attention to detail made this process an easy and enjoyable experience. Anyone looking to get their estate planning completed should use Marc Carlson of Carlson Law Office. You won’t be disappointed.
Barbara Ehresman
Aug 31, 2018
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March 30, 2018
To Whom It May Concern:
During the period from late December 2017 to late March 2018, my wife and I engaged the services of Marc Carlson to educate us and assist in the preparation of our Revocable Living Trust.
We originally desired to have our wills reviewed by Marc for proper wording and effectiveness. During our first meeting, Marc educated us on the pros and cons of wills versus trusts. We quickly came to the conclusion that the trust was the proper instrument for us.
Having had time to read the entire trust binder, we are ready to share our views on the service provided
To Whom It May Concern:
During the period from late December 2017 to late March 2018, my wife and I engaged the services of Marc Carlson to educate us and assist in the preparation of our Revocable Living Trust.
We originally desired to have our wills reviewed by Marc for proper wording and effectiveness. During our first meeting, Marc educated us on the pros and cons of wills versus trusts. We quickly came to the conclusion that the trust was the proper instrument for us.
Having had time to read the entire trust binder, we are ready to share our views on the service provided
Joe Mejia
Jan 15, 2018
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Mari Wolf
Feb 17, 2016
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Marc has a unique ability to simplify Estate Planning and educate at the same time! He looks at the big picture to find the right solution for YOUR situation that doesn't overwhelm. I highly recommend sitting down with Marc to learn what you need to know. One of the most professional people I've ever worked with.
Paul Carlson
Aug 14, 2014
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