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

Download Estate Planning in 14 Steps, a basic guide

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Download 3-page pdf about Key Retirement & Estate Planning Tools

Download 4-page pdf describing a revocable living dynasty trust, RLDT

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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.

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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.

No Obligation.

Enjoy a 20-30 min. consultation with absolutely no strings attached. 100% Free.

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