Estate Planning

"Begin with the end in mind."

Dr. Stephen R. Covey

When was the last time you reviewed your estate plan?

It is one of the most important sets of papers in your life. Statistically most people do not review plans frequently enough and often have documents that do not meet their current needs.

At Bloom Tax and Estate Group, we partner with industry leading firms to help you ensure you have a plan that works with your needs.

Why Families Choose Our Modern Approach

Tax & Estate Planning That Actually Works for Busy People

          The Old Way:

  • Multiple accountant/attorney meetings over weeks or months
  • Confusing numbers and legal jargon and complex documents
  • Expensive hourly billing with surprise fees
  • One-size-fits-all approaches
  • Limited availability and scheduling conflicts

          Our Way:

  • 15-minute discovery call to understand your needs
  • Flexible scheduling that works with your life
  • Clear, transparent pricing with no surprise fees
  • Create your plan 
  • Complete plans from the comfort of your living room.

Estate planning doesn't have to be complicated, or expensive. At Bloom Tax & Estate, we help minimize the cost of estate planning, and create lasting legacies through modern, easy-to-implement and understand strategies.

Recent Federal Law Changes Create New Opportunities

The "One Big Beautiful Bill" passed in July 2025 significantly changed estate tax protections:

Significant changes have been made to federal estate and gift tax laws. Most notably, the federal exemption amounts for estate, gift, and generation-skipping transfer (GST) taxes. enting a unique planning window for high-net-worth families.

Bloom Tax & Estate Group can help you assess your nationwide team of subject matter experts. Learn how these changes apply to your situation and design a easy to understand strategy in plain English.

Clarity. Control. Confidence.

We make estate planning clear and intuitive using advanced tools that:

  1. Create visual diagrams of your estate plan and asset flow as you go
  2. Highlight tax-saving opportunities and trust funding options
  3. Explore “what-if” scenarios before committing to a strategy
  4. Estimate estate tax exposure and identify critical planning gaps
  5. Provide ongoing support so your plan evolves with your life

Super-power your future

Get personalized, technology-enhanced estate planning. Whether you need to update an existing plan, establish new trusts, or integrate charitable giving into your legacy, we make it clear, modern, and efficient.

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Broomfield, CO 80021

 

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