For the love of your business
For the love of your business
Website: http://www.yourtrustedplanner.com
Industry Focus: Family Businesses
Licensed In: Colorado, USA, Wyoming, USA
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Contact NowAttorney Matt Meuli’s estate planning practice focuses on helping families enhance their lives today and secure their futures for tomorrow. He excels at guiding parents and grandparents through the often confusing maze of financial and legal decisions to create plans that ensure the well-being of families and the accomplishment of cherished family goals. His considerable legal expertise includes family protection, wealth preservation, and values-based planning for couples, planning strategies for unmarried couples and divorced individuals, and all aspects of estate administration. Whether you are married or single, with a traditional family or a blended one, just starting out or looking back on a life well lived, Matt will help you craft a plan to achieve your goals for your loved ones for today and years to come.
Knowledge is learning from your own mistakes...wisdom is learning from the mistakes of others...
This lesson Matt learned the hard way as a teenager as he was fortunate to have had grandparents set up a trust so his sisters and he could attend college. Unfortunately, this trust provided that he receive the principal amount when he turned 21 years old, still a very common way people write trusts today. Not being mature enough to handle this amount, Matt spent the money on what he only describes as “cool” stuff. Had that money remained in the trust, it would be worth over $225,000 today. He knows this amount because the same year that Matt received the money, he advised his sisters not to make the same mistake and to leave their principal in the trust. Fortunately for them, they listened to his advice. Matt now smiles when his children ask him why they do not have the “cool stuff” their cousins do. He tells them it is because he did not have an older brother from which to learn wisdom.
Matt believes that life is a journey and much of what we learn is in the traveling and not in the destination. Because of this, many of us should leave our values in addition to our valuables to the ones we love. Estate planning is not about us. It is about making the process for our loved ones with less court and less conflict.
Matt’s education includes an associate degree in accounting, a bachelor’s degree in finance, and a Juris Doctorate from the University of Wyoming. He is licensed to practice law in Colorado and Wyoming. He served as an Honorarium Professor for the University of Colorado at Denver in the Graduate School of Public Affairs. He has also served as an instructor with the Colorado Department of Education and the Association of Christian Schools International in Social Studies, Business and Computers.
Helping people plan for the future is a passion of mine…a lesson I learned the hard way. As a teenager, I was fortunate to have had my grandparents set up a trust so my sisters and I could attend college. This trust provided for our school needs. Unfortunately for me, the trust ended when I was 21 years old and I received the principal. Not being mature enough to handle this amount, I spent it on “cool” stuff. Had that money remained in the trust, it would be worth over $225,000 today. I know this amount because the same year I received the money, I advised my sisters not to make the same mistake and leave their principal in the trust. Fortunately for them, they listened to my advice. I now smile when my children ask me why they do not have the "cool stuff" their cousins have.
I tell them it is because I did not have an older brother from which to learn wisdom.
My law practice focuses on estate planning and administration, asset protection and specialty trusts. I want to protect families and their legacies as well as their rights and privacy! Assisting you to plan in advance helps to avoid costly mistakes in the future. My philosophy is that people who fail to plan are planning to fail. I bring a wealth of real world experience anchored by a Christian outlook to my law practice.
This real world experience includes teaching people of all ages from all walks of life. From this experience, I gained an appreciation that we are all interdependent, a community, and that we are all in this together. I also believe that wisdom comes from seeking the counsel of many and will often include your financial advisors when planning. To this end I am a member of the Colorado Bar Association including the Taxation Law Section and Trusts & Estate Section, the Larimer County Bar Association, the Wyoming Bar Association, WealthCounsel (a Nationwide Community of Estate Planning Attorneys) and Gun Docx (a Community of Attorneys Passionate about Firearm Law).
I believe that life is a journey and much of what we learn is in the traveling and not in the destination. To this end, I believe that we all need a wilderness experience where life is difficult so that we may discover that small quiet voice inside of each of us. The journey is all about learning how to listen. I strive to empower my clients by truly listening to what they say prior to making any suggestions.
My education includes an associate degree in accounting, a bachelor’s degree in finance, and my Juris Doctorate from the University of Wyoming. I am licensed to practice law in Colorado and Wyoming. I also continue to be licensed with the Colorado Department of Education and the Association of Christian Schools International in Social Studies, Business and Computers.