Estate Planning Services in Colorado Springs
When you hear the word “estate,” what image pops into your head? An estate can be classified many ways, including properties, cars, stocks, life insurance, pensions, and debt. Estate planning involves the preparation of the transfer of those assets in the event of death or incapacitation. If you would like to transfer your assets to loved ones after you pass, establishing an estate plan is essential.
Without an estate plan in place, settling your affairs could have a prolonged and costly impact on those you love. At Dodds Wealth, we’ll help you establish an estate plan that ensures your wishes are carried out when the time comes. Dodds Wealth in Colorado Springs understands your unique needs and will develop a strategy that is right for you.
Top 5 Reasons You Need an Estate Plan
Avoid a Mess for Heirs
Avoiding Probate
Protecting Beneficiaries
Protecting Assets
Reducing Estate Taxes
Estate and Financial Planning
As a financial advisory firm, we can help you develop a complete financial plan that includes college funding, retirement planning, life insurance, and, of course, estate planning. We will help you oversee your comprehensive financial plan for all stages of life – and after you pass.
Our team will work with you to develop your financial portfolio, overseeing your investments and helping you pursue your long-term financial objectives. Dodds Wealth will help you update account titles and beneficiaries while starting your estate planning process. While we are not estate planning attorneys, we can refer you to a qualified attorney for specific documents.
Why Us?
Dodds Wealth is a fiduciary financial advisory firm, which means we’re held to a higher standard of ethics. We are legally bound to act in the best interest of our clients, and we wouldn’t want it any other way. We succeed when you succeed.
Experience the difference and start your estate plan with Dodds Wealth in Colorado Springs now.