Change is inevitable, but oftentimes families are not prepared for the unexpected changes. Our team encourages clients to take the proper approach to estate planning, taking into consideration your wants, needs and goals. This allows you peace of mind knowing that your wishes will be carried out in a way that protects, preserves and distributes your assets properly.
Wambolt & Associates is proud to work alongside Attorney Kevin L. Ehlers. Kevin, of Kevin Ehlers Law, P.C., an independent law firm, has practiced law in Colorado for 30 years and is licensed to practice in all Colorado state courts, the U.S. Bankruptcy Court, the U.S. District Court and the 10th Circuit Court of Appeals. Wambolt & Associates will coordinate and manage the relations with all of our independent professionals, including Kevin.
An estate plan ensures that assets are protected, preserved and divided according to your wishes, while also minimizing tax liability. We guide our clients through this process and provide essential tools and expert advice while creating this important document. Our experienced team of professionals have over 200 years of combined experience working with and managing the financial affairs of high net-worth families.
Having an updated and current plan is essential for your family’s financial future. We can assist in creating new documents, or update plans as family dynamics and tax laws change. We will work through all of the steps and help you preserve your legacy for future generations.
Business owners are often required to provide an assessment of their business’ value. Our experienced and knowledgeable professionals provide independent business valuations for privately-owned businesses and investment entities. These are often used with the sale or acquisition of a business.
It is vital that business owners have a well-designed exit or succession plan. These plans usually include family members or designated key employees, and can be customized to address each specific situation. A well-designed plan will ensure a smooth transition that preserves what you have worked so hard to build.