Timely and Accurate Guidance at a Fair Price

Estate Planning

Tax planning and preparation of tax forms is just one area that Schmidt + Associates has assisted my company.  They have always made every effort to provide the highest level of service with exceptional attention to detail in all aspects of financial services offered.  I would highly recommend them to individuals and businesses as a financial consultant and advisor. -Richard B. Buss, President
Richard Buss Design Partnership, P.C.

You've worked hard to become who you are, and at Schmidt + Associates, we understand that.  Whether your estate is simple or complex, our experts will work with all of your current advisors to find the best available solutions for you.

We work closely with local Denver and national attorneys to create smart and workable plans that achieve the goals you want for you and your family.  We will help your legal advisor understand your entire situation so the best remedies are applied the first time, thereby reducing the need to possibly correct some very expensive mistakes in the future.

Remember, it's important to prepare now in order to ensure your assets are distributed in the most equitable and efficient manner possible.   Plan now to protect your assets and provide options for your family when you're gone.