“We turned to Charlotte when we changed our permanent residence from Texas to Colorado and needed to navigate through a lot of business and property succession issues.  She gave us solutions when other estate planning lawyers seemed unsure how to handle our Texas-Colorado blending. After Charlotte completed our plans we referred her to many friends.”

Mr. and Mrs. R., Pagosa Springs, CO

“Charlotte has overseen or handled literally all of our financial and legal matters.  She saved us over $7,000.00 in taxes by intercepting an unnecessary IRA distribution that we never would have known we weren’t required to take.  Charlotte translates what our accountant tells us so that it makes sense!  She has given us great peace of mind and excellent advice.”

Mr. and Mrs. B., Corpus Christi, Texas

“My wife’s aging parents’ 20+ year old estate plan was in need of significant updating, especially after the unexpected death of one of their children and a dementia diagnosis.  Charlotte took the time to fully understand our family’s situation and the changes required. She also updated our old California Living Trust, now that we are Colorado residents.  She is a competent, caring estate planning attorney: a huge asset for Pagosa. We highly recommend Charlotte.”

Mr. and Mrs. F., Pagosa Springs, CO

“Our family-owned business is our largest and most important asset. Charlotte uncovered a personal issue with one of the heirs to our business that our other attorney had overlooked. Had Charlotte not insisted that we plan around this issue, we potentially would have lost part of our family business to an unrelated, unintended person. Because of Charlotte’s insistence, we avoided what could have been a devastating failure of our family business succession plan.”

Mr. and Mrs. B., Corpus Christi, Texas