Veronica Jarnagin advises clients on general business matters, business transitions, estate and charitable planning, and trust or estate administration with a style that is practical, no-nonsense, and refreshingly free of legal mumbo-jumbo. Roni ensures her clients understand the issue(s), the various alternatives and consequences, and the real-world choices in front of them.
Business, legal counsel, wealth management industry, litigation.
Innovating beyond just legal issues, offering 3-dimensional analysis for more practical and well-rounded advice.
Singular focus on your needs. Keeping it simple unless and until there is a true need to make it more complex.
A business sale can raise ownership, tax, and legacy concerns all at once. An estate plan may need to account for a blended
family, retirement income-tax impacts, charitable intentions, or a closely-held business. Trust and estate administration may
involve not only deadlines and fiduciary duties, but grief, family tension, and the need for sound judgment. Roni's advice and
approad address those intricate connections; in the real world, those issues do not exist in silos. They are
interrelated.
Those are not filler adjectives here. They are the life-long tenets of Roni's service. These principles are what clients can expect when they sit down with Roni to talk through kitchen-table issues. Roni is a lawyer for people who want to feel engaged in their legal process, who want Roni's clear thinking, plain-talking manner of explaining what could otherwise be complex concepts.
Roni is an approachable "Midwest Girl" and no-nonsense advisor who is known for breaking down complex concepts into simpler, relatable terms. The point is to help clients make sound decisions around real-life concerns that impact the clients she’s sitting with, as well as their loved ones or employees. As her clients know, Roni doesn't take herself too seriously either: her former "high-rise" office was a tree house!
Doing the right thing rather than always needing to be right is part of the ethos of Roni's practice. Professional integrity is a baseline, not a branding line. Roni takes an especially conservative stance when it comes to following the Colorado Rules of Professional Conduct.
Businesses do not operate in a legal or tax vacuum. Nor do families! Roni advises with those practical, common-sense, and emotional realities in view.
Your relationships, family dynamics, business stakeholders, tax aspects, goals, and concerns are unique to you. Your individual plan or transaction should be tailored to reflect that; not attempt to fit you into a set of documents a law firm wants to sell you.
Personalization also applies to pricing. While some attorneys use flat fees, Roni believes most clients overpay in those cases, as the “house always wins” when the firm sets the rates. Because it will be so unique, your estate plan or your company’s buy-sell agreement are billed on actual time and expense of the work necessary for your situation. Once she has some solid background information, she will provide a range of fees for the particular project and require a retainer at the bottom end of the estimated fee range, then invoice monthly for any excess when the retainer is exhausted.
It’s crucial for Roni to glean details about the business, its employees and management structure, how it works with vendors, and its services/products. Likewise, Roni takes a deep-dive into the Who, What and Who in the estate planning client’s world (see Estate Planning practice area page). You will be fully informed of progress, any additional data needed, next steps and any anticipated concerns or potential issues, as well as projected completion dates. And you’ll receive responses to your inquiries within 1-2 business days.
Roni's practice is intentionally focused so clients receive experienced guidance in the areas where she can offer the greatest value.
Day-to-day and strategic counsel for independently-owned businesses on choice of entity, contracts, negotiations, corporate governance, and risk-sensitive decisions.
Explore Business - GeneralGuidance on preparing for the sale or purchase, succession planning for the next generation, or key employee or management takeover. During these discussions the legal, tax, and practical concerns all need a seat at the table.
Explore Business TransitionsEstate plans tailored around the client's make up, family dynamics, asset mix, business interests, charitable or legacy goals, and desired degree of simplicity or control.
Explore Estate PlanningCounsel for executors and trustees who need to administer matters carefully, impartially, and without costly missteps.
Explore Administration MattersThe inquiry process is the best place to begin. It allows the office to understand the issue, the category of matter involved, and whether the matter appears to be a fit for the practice.
Matters are generally limited to Colorado and Indiana residents and property owners, with probate estate administration inquiries limited to Colorado matters.
