Estate Planning Services In Denver, CO

Make Sure Your Wishes Are Respected

Experienced Denver Estate Planning Company

Preserving Your Legacy: Estate Financial Planning with Brown and Company

We recognize that after a lifetime of hard work and wealth accumulation, preserving assets for your heirs becomes a paramount concern. At Brown and Company, estate planning asset preservation is not just a service; it’s a top priority.

Navigating the Complexity of Estate Planning

Roughly 60% of American adults lack an estate plan, according to recent figures. That means the majority of Americans don’t have anything on paper that dictates where their assets should be distributed upon their death. Without that, state laws decide how your wealth will be divvied up, leaving you and your family without any control over the process. This is why turning to Brown and Company to help facilitate estate planning in Denver, CO, is necessary to give you and your loved ones confidence regarding the estate. We work with estate planning advisors to make sure your wishes will be fulfilled when the day finally comes.

Estate planning services involve more than just distributing assets; the process is about understanding your desires and ensuring the well-being of your spouse, children, grandchildren and the charitable foundations you wish to support. With our extensive experience, we can collaborate with professional estate planners to help our clients navigate the complexities of this critical process, drawing on our knowledge to address the difficulties that may arise. We work with many of the leading estate planning firms in Colorado.

Why Local Expertise Matters in Estate Planning

When choosing a firm to help you plan for your future, it’s important to have an experienced professional who knows what the road ahead looks like. Estate planning laws and probate procedures can vary by state, and Colorado is no exception. With our local expertise and ability to coordinate with Denver-based attorneys, CPAs and financial professionals, Brown and Company can provide you with clarity and direction. Our experience with Colorado regulations means you can be sure your plan will be as efficient and compliant as it can be. When you have someone at your side who understands the regulatory landscape as well as your family dynamics and philanthropic goals, you gain estate planning that is personalized for your exact needs.

5 Things to Ask Yourself Before Creating an Estate Plan

Before seeking out estate planning services, consider these key questions:

Is there such a thing as passing on too much? Balance the appropriate amount to leave your children without negatively impacting their drive and ambitions.
How old should heirs be? If trusts are part of your plan, think about the age at which your children and grandchildren should receive their inheritances.
Do your potential heirs have issues? Consider special needs and financial capabilities when crafting your estate plan.
Should all children be considered equally? Address special circumstances and assistance provided to each child during your lifetime.
Who is the best person for the job? Select an executor who is best equipped to handle the responsibilities, irrespective of birth order.

Wills and Estate Planning at Brown and Company

Our estate planning process is comprehensive, ensuring that every aspect is meticulously considered:

Discuss Family Dynamics and Legacy Planning: Understand the intricacies of your family dynamics and legacy goals.
Review Current Estate Documents: Assess existing estate documents to identify areas for refinement.
Create an Estate Plan: Craft a personalized estate plan that aligns with your wishes and goals.
Coordinate with the Entire Financial Team: Collaborate with your financial team, including CPAs, estate attorneys and others, to ensure the seamless integration of your entire portfolio with the estate plan.
Implement Strategies: Execute the strategies outlined in your estate plan.

Integrating Estate Planning With Retirement and Tax Strategies

Planning your estate doesn’t happen in a vacuum — it is just one facet of your overall financial strategy just as your retirement plans and long-term tax positioning. With the expertise of our financial planners and the accredited estate planners that we partner with , you’ll have a holistic approach that ensures your estate plans align with your overall planning. This means you can reduce the future tax burden for your heirs and beneficiaries, preserving more wealth for future generations. We make sure your estate plan accounts for Required Minimum Distributions, gifting strategies and charitable intent, helping you move from accumulation to distribution with confidence.

After creating your plan, Brown and Company sits down with professional estate planners to proactively help you manage your wealth. We regularly review your plan and related documents to ensure they stay current and aligned with your evolving wishes. Changes in personal, family or business circumstances, coupled with shifts in tax laws, may necessitate updates. Regular reviews of beneficiary designations on retirement accounts and life insurance policies, as well as the titling of accounts, are essential to maintaining the effectiveness of your estate plan.

Preserve your legacy with the help of estate planning specialists and the expertise of Brown and Company — where expertise meets a steadfast commitment to securing your financial future.

* Brown & Company and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

With Brown, You’ll Know!