Law Office of
Thomas J Swenson
1200 Pearl St., Ste. 314
Boulder, CO 80302
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.
Wills, Trusts, Powers of Attorney, Life Insurance & Annuities
Download Estate Planning in 14 Steps, a basic guide
Download 4-page pdf describing a revocable living dynasty trust, RLDT
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.
Learn about fundamental tools and techniques to plan a happy, financially secure retirement and a lasting family legacy.
After talking about your available assets, your needs and goals, and your family values, you receive a concise overview of potential planning opportunities.
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.
Enjoy a 20-30 min. consultation with absolutely no strings attached. 100% Free.
You're one click away from learning about fundamental retirement and estate planning.
Disclosure: This information is intended for educational use only. No client or potential client should assume that any information presented or made available on or through this or linked websites may be construed as personalized planning or advice. Except as may be specifically described in a fully-executed client engagement letter, Thomas J. Swenson is not your attorney and you will not rely upon him for any advice, counsel or suggestions.
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