Posts in Estate Planning

Following the death of a loved one, family members do not always see eye-to-eye, and underlying conflicts sometimes surface. Friendly family members can often become adversarial during these times, es...

What can you expect when you believe you may have a claim against an estate being probated? What is considered a claim against the estate? How and when will it be distributed to you? Before a claim m...

Making the decision to place a loved one in long-term care is a difficult one. There are endless emotions and questions that need to be addressed. To make the process more difficult, family and loved ...

In the Summer of 2020, the Colorado Court of Appeals was faced with an issue of first impression: whether a Payable on Death (POD) account that is subject to a pledge agreement can also be subject to ...

It is not uncommon for individuals to list their spouse as the Personal Representative (the individual appointed by the court to administer the estate), Power of Attorney (the individual or individual...

The passing of a parent brings grief, confusion and pain. It can also bring on a lot of stress, especially if your parent left behind assets and even more so if there is family conflict. First, you s...

Creating a Trust can be an effective method of distributing your property upon your death while also conveniently avoiding probate. However, sometimes the Trust does not work as was originally intende...

Receiving a Dementia Diagnosis is life changing. If you do not already have documents in place, meeting with an attorney as soon as possible after a diagnosis can make completing estate planning, esta...

We are living in truly unprecedented times as we take on the COVID-19 pandemic. Entire communities are currently experiencing drastic measures to protect ourselves and our loved ones from harm’s way. ...

At Jorgensen, Brownell & Pepin, P.C., the health and safety of our employees and our clients is a top priority. We are diligently monitoring the Coronavirus and closely watching official information f...

With technology gaining a more and more prominent role in our everyday lives, new challenges arise when individuals pass on and leave behind intangible digital assets. So what is the best way to prepa...

Generally, there are three factors that determine whether “international estate planning” is needed: foreign located deceased, foreign located beneficiaries, and foreign located assets. This is not al...

The hope of a probate proceeding is that the individual appointed as the Personal Representative will act in a professional manner to distribute assets pursuant to the will of the deceased. However, o...

The international estate planning process is designed to protect property and assets that may be under different tax and succession laws of various countries. If you own property in multiple countries...

Other than a house, most people’s largest asset is a retirement account, such as a traditional IRA or employer 401K plans and similar variations (403(b) plans for employees of certain tax-exempt organ...

Providing a will is one of the easiest ways to guide your family and lighten their load after you’re gone. By designating who receives each aspect of your estate, you can make the process easier for y...

If you are considering giving your home to your children, bear in mind these cost-effective options for passing on property. There are a few methods for transferring property; depending on your situat...

When planning for the future, tackling all of the paperwork and legal aspects can seem like a daunting task. According to a study cited on Forbes.com,less than half of Americans have prepared a will, ...

The world of estate planning is full of myths and misinformation which if acted upon can drastically impact your future. If you have considered starting or updating your estate plan but were dissuaded...

For many people, their largest asset aside from their home is their retirement account, whether an Individual Retirement Account (IRA) or a 401K. For people who have diligently made contributions, the...