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    Brown & Brown Group Professional 07-2020

    Contact us at (970) 243-8250
    Western Colorado's Most Experienced and Compassionate Estate, Trust, Tax and Long Term Care Planning Law Firm.

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    Office Hours: 8:00 a.m. - 5:00 p.m.
    Monday - Thursday

                                        Special Reports

     

    Within Special Reports you will find in-depth analysis of particular topics which you may find helpful to you regarding estate, tax and elder law topics. Please click on the Special Report title to open the Special Report.

    Trust, Estate and Tax Planning

    Baby Boomer (and near-Boomer) Checklist
    Will v. Trust - What is best for you?
    Asset Protection Trust
    Outright v. In-Trust Distribution to Heirs
    The Qualified Personal Residence Trust
    Special Needs Trust (SNT)
    Digital Assets
    Baby Boomer Estate and Financial Planning Guide
    Second Marriages - A planning dilemma
    When can I retire? What are the common mistakes to avoid.
    Planning for Parents - 10 Things you need to discuss now!
    Pet Trusts
    When Should I Review My Estate Plan?
    Advance Directives

    Long-Term Care Planning

    Introduction to the Achieving a Better Life Experience (Able) Act of 2014
    2021 Medicaid Long-Term Care Planning Guide
    Checklist for Moving to an Assisted or Skilled Care Facility
    Community Spouse Planning Considerations
    Myths About Medicaid

    Elder Law

    Guardianship and Conservatorship
    What is Elder Law?
    Your Rights at a Skilled Nursing Home
    Prepare Your Bucket List!

    Trust and Estate Administration

    What to Expect in a Probate Proceeding
    10 Important Reminders for a Personal Representative

    Brown & Brown, P.C. 1250 East Sherwood Drive, Grand Junction, Colorado 81501 (970)-243-8250 (tel), (970) 241-1144 (fax)  

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