Estate Planning

  • Recommend an attorney if you need one, or work with your attorney if you currently have one.
  • Create some ideas that suite your personal situation involving estate planning.
  • Identify potential estate planning issues and recommend specific solutions
  • Notify you of any changes in estate laws and how they affect your current situation
  • Assist you with updating registrations and titles and beneficiary designations as your circumstances change

Estate planning is essential for both your medical and financial affairs to be honored in the event of incapacity or death and with estate planning documents well planned; it is more likely that your wishes will be respected.

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Get In Touch


Wolff Financial Advisors, LLC
11001 W. 120th Ave, Ste 400
Broomfield, Colorado 80021
Phone: 303.353.0500


Wolff Financial Advisors, LLC
16427 North Scottsdale Rd. #410
Scottsdale, Arizona  85254
Phone: 480.454.8764