Our Services
Estate Planning
Preservation Vail’s goal is to ensure our community is prepared for the future and the last thing a family wants to go wrong is to have an estate plan go awry.
We provide a comprehensive estate planning process including but not limited to living wills, powers of attorney, and will and trusts.
It is important to update estate planning documents frequently to address changing needs of families. Out established long-term relationships in the Vail Valley will provide unparalleled service to our clients and their families
Trust Administration
Creating and implementing revocable or dynasty trusts are one step in our legal services. The most important service we provide is trust administration ensuring the testator’s goals and objectives set forth in the relevant trust document are achieved seemlessly for everyone.
Elder Care
With the millions of people set to retire in the next decade and the rising costs of health care, we are striving to create plans of care and referral services to address the range of caregiving services in our community. It is an unfortunate misunderstanding that most people believe Medicare will provide care services. Medicare only provides coverage for approximately 100 days of care in nursing or in home care. Every day there are new financial vehicles designed to address this gap in our community. We provide the latest insurance opportunities to help offset these costs to avoid the depletion of an estate.
Financial Planning
Although Preservation Vail does not manage funds, we do engage various financial consultants to create sustainable cash flow and asset protection for individuals, families and businesses. We create various individualized plans for each client as everyone is unique and requires options and alternatives.
Tax Planning
We engage tax professionals to ensure that all aspects of an estate are adequatley protected from unforeseen tax consequcnes. This is a comprehensive program that includes evaluating all assets - real estate, tangible and intangible property. State and federal tax codes are always changing and require expertise to ensure the estate plan is not jeapordized.
Charitable Giving
Over the past few years, charitable contributions have received focus by lawmakers to employ tax consequences on charitable contributions and adopted more regulations on non-profit corporations. We take great pride in providing a range of philanthropic consultants who can help business with charitable giving strategies and guide clients through the intricacies of charitable donations.