Marc R. Carlson is a lawyer practicing estate planning, trusts and estates, wills and probate and 6 other areas of law. Marc received a B.S. degree from University of Kansas in 1968, and has been licensed for 53 years. Marc practices at Estate Planning Lawyers Colorado, LLC in Castle Rock, CO.
Marc walked us though legal complexities, showing us the best way to avoid estate taxes and probate. He helped us refine our goals. The process of organizing our estate became a springboard for some deep family conversations. As we presented our plans to our children, we had the precious opportunity to talk about our values and dreams for them, far beyond the dollars they would eventually inherit. Marc was approachable and knowledgeable. He translated legalese into something that made sense for us. He showed us options and let us choose the best for us. We felt we were in good hands.
Financial Peace University made it clear we needed to have a will in place. Marc guided us through the entire estate planning process and helped us to pick instruments that would not only protect us and our estate, but would also protect our children and grandchildren, create a living will and long term care instructions. Marc thoroughly explained all the sections in our Revocable Trust and how to fund it. I respect his Christian values while guiding us only to what we needed. A+++ service.
Mr. Carlson was extremely helpful in preparing our Trust and Wills. His courteous and informative demeanor proved invaluable as we reviewed our situation and implemented a plan that met our requirements.
His ability to explain the complexities of what we were trying to accomplish was wonderful. He remains available and willing to help us as we address various issues as they arise regarding our Trust and Wills.
973 Melting Snow WayCastle Rock, CO 80109U.S.A.
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