Estate Planning

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

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.

We’ve Helped Thousands Like You

The services that John Konz at Jorgenson, Brownell & Pepin provided to myself and my family were invaluable. Their responsiveness, professionalism, understanding, and commitment to our needs were immeasurable.
Timothy Wellmann

Our Colorado Attorneys

Get The Help You Need

Get JBP Legal’s experience on your side. Contact us for questions or a consultation.