Colorado 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 Colorado estate tax attorneys can help you plan so that your beneficiaries are not forced to liquidate assets to pay these estate taxes.
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.
We've Helped Thousands of People
People Just Like You
-
You did a terrific job of assisting me with my legal issues
“You did a terrific job of assisting me with my legal issue...I will definitely recommend you and your firm to anyone needing expert legal assistance.”
- M.T. -
I am so grateful
“In this very challenging time, I am so grateful to have my home and much of the reason I do is your firm's hard work for me in 2017-18.”
- D.H. -
The service from James was professional and resulted in a satisfactory outcome.
“The service from James was professional and resulted in a satisfactory outcome. I would recommend him if you need legal assistance.”
- T.W. -
What a fantastic person to have at the front desk.
“Stephanie greeted me today. What a fantastic person to have at the front desk. She was friendly, kind, and very informative. Keep up the great work Stephanie! You rocked!”
- M.H. -
We will use him again should the need arise.
“We would like to express our gratitude to James Shanor for his expertise in handling our defective workmanship case. He was also mindful of our costs. We will use him again should the need arise.”
- L.J.
