Longmont Estate Tax Issues Lawyers

As of 2015, the federal estate tax rate can reach 40% of the taxable estate for estates with values over $5.4 million dollars. The estate value protected is increased each year based upon the inflation rate. The estate tax is different than income tax that US citizens pay on an annual basis. This is a tax on the transfer of assets from the deceased to his or her beneficiaries. If you need assistance with estate tax issues, we at Jorgensen, Brownell & Pepin, P.C. can

The taxable estate includes all assets titled in the deceased name including their share of:

  • Joint assets
  • Life insurance proceeds
  • Retirement assets
  • Assets with named beneficiaries
  • Assets requiring probate
To schedule an initial consultation, call (720) 809-8310.

Strategically Helping You Avoid Tax Liabilities

Jorgensen, Brownell & Pepin, P.C. can help you avoid and or reduce this potentially devastating tax liability. A married couple can take estate planning steps to protect double that amount from federal and state estate taxes. A party with significant business interests or a family farm can take steps now to protect those interests from this significant potential tax liability. Our Longmont estate tax attorneys can help you plan so that your beneficiaries are not forced to liquidate assets to pay these estate taxes.

Our Team Is Here For You!

Give our firm a call at (720) 809-8310 or fill out the form below to speak with a team member from our firm about your case.

For High-Quality Legal Representation, Call Jorgensen, Brownell & Pepin, P.C.

Our legal team makes every effort to deliver legal representation of the highest quality. As our client, you can feel peace of mind in knowing that your case is in good hands. We will carefully listen to your needs and help you understand the various options that are available to you. You can leave the paperwork and details to our meticulous team so that you don't have to worry.

If you have questions regarding your case, please call us without delay.

Exceptional Client Service

As a client-focused firm, we are truly passionate about doing what is in the best interests of our clients. Because we have continued to demonstrate our commitment to our clients, we are constantly praised by past and current clients.

Read Our Reviews

Our Firm’s Unique Approach

Striving for Legal Service that is Second to None

  • Experienced

    More Than 25 Years of Legal Service

  • Attentive

    Large Emphasis on Communication

  • Tenacious

    Skilled in Litigating Complex Cases

  • Efficient

    Favorable Results in a Timely Manner