Colorado Estate Planning Lawyers

Jorgensen, Brownell & Pepin, P.C. can provide help with a secure, stable financial plan for you and your family. We consult with accountants, tax planners, and other financial experts as needed in providing innovative estate planning strategies for clients. We thoroughly evaluate your financial situation, taking into account long-term care considerations, tax issues, and the value of your assets.

For business owners, our estate planning lawyers consult our business law attorneys in developing a business continuity/business succession plan to ensure your company, its intellectual property, and its ownership are protected. Providing a secure, stable financial plan for you and your family is important in today's changing world.

Why Is Estate Planning Important?

Estate planning provides you with a means of taking care of your beneficiaries in case of incapacitation or death. Stay ahead of the curve while protecting what you have worked all your life to build.

Estate planning will allow you to:

• Have your assets dispersed according to your wishes
• Protect your beneficiaries
• Have your finances and long-term care properly managed if you become incompetent and can't manage your own affairs
• Reduce the potential for disputes regarding your estate
• Reduce the amount of federal and state estate taxes your estate may owe after your death

Colorado Inheritance Tax and Estate Tax

A common question that we hear regarding estate planning is, what is the Colorado inheritance tax rate? Colorado actually does not have inheritance tax. What the state does have is estate tax. However, if the assets inherited are worth under $11.7 million, that will not apply to the heir(s) either.

Need Guidance? Turn to Jorgensen, Brownell & Pepin, P.C. for Help.

Our Colorado estate planning attorneys at Jorgensen, Brownell & Pepin, P.C. will help you define and clarify your estate planning goals, determine the exact value of your estate, advise you about making a will or a living trust, and help you coordinate your life insurance, retirement accounts, and other kinds of estate planning assets with the rest of your plan. We consult with accountants, tax planners, and other financial experts as needed in providing innovative estate planning strategies for our clients.