Law Office of
Thomas J Swenson
Tele. 303-440-7800
1200 Pearl St., Ste. 314
Boulder, CO 80302
Key Retirement and Estate Planning Tools
Everyone knows about making a Will. But, there are other valuable planning tools and techniques that benefit you, as well as your heirs and beneficiaries.
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Key Retirement and Estate Planning Tools
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Wills, Trusts, Powers of Attorney, Life Insurance & Annuities
Expert Services
Comprehensive, integrative wealth-building, estate, asset protection and legacy plans
An attorney in solo practice, Thomas Swenson helps clients create tax-free retirement income and build tax-free wealth and tax-free legacy plans for their families. Using well-known structures and techniques, completely legal and tax-law compliant, he can help you preserve family values and family wealth in one or more well-governed dynasty trusts that last many generations, even perpetually. He works together with a network of the best experts and service providers across various specialties to design and implement the best plans for achieving your goals.
Schedule a call now to learn about Retirement and Estate Planning Basics.
Customized Family Dynasty Trusts
Tax-Free Retirement and Legacy Planning
Life Insurance and Annuity Planning
Domestic and Offshore Asset Protection
Medicaid Asset Protection Trusts
Captive Insurance Solutions for Business Owners
Secure Your Retirement and Your Family's Financial Future
Learn about fundamental tools and techniques to plan a happy, financially secure retirement and a lasting family legacy.
Expert Evaluation
After talking about your available assets, your needs and goals, and your family values, you receive a concise overview of potential planning opportunities.
Honest Advice.
Ethics requires this office to put a client's interests first. But, aside from ethics, this office believes that honesty is always best for business.
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