Loveland Estate Planning

Care for Your Family and Business through Estate Planning

The purpose of estate planning is to prepare for the future and establish a stable plan for yourself, your family, and/or your business. At Jorgensen, Brownell & Pepin, P.C., we can help you create an effective and successful strategy for the future by evaluating all of your assets and other financial obligations. If you are a business owner, we can likewise develop a plan for your business’ future success and stability.

What Does Estate Planning Involve?

Estate planning is about establishing how your family members or beneficiaries will be taken care of should you pass away or become incapacitated. It can likewise set in motion a plan for how your business should be run when you are unable to manage it yourself.

The following and more can be included in an estate plan:

• Your wishes about who will manage your finances if you become unable to do so yourself
• A living trust or will that outlines who will inherit your assets and how your beneficiaries will be protected after your death
• Resolutions and plans regarding life insurance and retirement accounts
• Matters related to the operation of your business

Through estate planning, we can also help you reduce any estate taxes you might owe after your passing.

Get Experienced Legal Help for Your Estate Plan!

Our Loveland estate planning attorneys have 30 years of experience helping business owners prepare for their family’s future well-being and company’s stability. We provide one-on-one legal guidance and counsel, and can help you evaluate all of your needs and assets.