Estate Planning

Make Sure Your Wishes Are Respected

Experienced Denver Estate Planning Company

Brown and Company has been providing estate planning and administration services for over 30 years, helping clients plan for a future without them. We understand that after a lifetime of building wealth, you want to preserve that wealth for your heirs, which is why we make estate planning asset protection a top priority. We work with you to determine your desires and do what’s best for your spouse, children and grandchildren, as well as for the charitable foundations you wish to support.

We help clients think through this complicated process. Our experience has given us the knowledge to work through many of the difficulties that can be found.

5 Things to Ask Yourself Before Creating an Estate Plan

Is there such a thing as passing on too much? Consider the appropriate amount to leave your children without negatively impacting their drive and ambitions.
How old should heirs be? If you decide upon trusts, think about the age at which your children and grandchildren should receive their inheritances.
Do your potential heirs have issues? An estate plan can and should take a child’s possible special needs into account: Is he/she able to handle finances?
Should all children be considered equally? Consider special circumstances, such as different needs and assistance provided to a child during your lifetime. This is a very difficult situation that we have a lot of experience in.
Who is the best person for the job? Your executor should be the person best able to handle the job, not necessarily your oldest child.

Wills and Estate Planning at Brown and Company

We follow these steps during the estate planning process:

Discuss family dynamics and legacy planning.
Review current estate documents.
Create an estate plan.
Coordinate with the client’s entire financial team, including CPAs, estate attorney and others to ensure that the entire portfolio meshes with the estate plan.
Implement strategies.

After creating your plan, Brown and Company reviews your plan and related documents regularly to ensure that everything is up to date and continues to reflect your wishes pertaining to the distribution of your estate. Changes in your personal, family or business circumstances — along with changes in tax laws — can necessitate the need for updates. At a minimum, beneficiary designations on retirement accounts and life insurance policies should be reviewed regularly, as should the titling of accounts.