Overview of Estate Planning...

Catering to the Client
Estate planning involves more than determining to whom you wish to leave your assets after you are gone or who should care for you if you become incapacitated.  A proper estate plan is crafted to combine tax planning, business succession, and asset protection.  In addition, clients with blended families, registered domestic partners, developmentally disabled dependants, or struggling children have special concerns that should be addressed.  Charitably minded individuals and families may also want to support causes that were important to them during life after they pass. 

Even if you have a modest estate, proper estate planning will allow your assets to pass to your intended beneficiaries without the need for probate administration, which can be expensive and time consuming.  If you have minor children, your estate plan will not only provide who should care for your children, but can also allow your assets to be used for your children without the need to establish a guardianship of the estate, which can be expensive.  Regardless of his clients' resources, Mr. Jones works with his clients to create personalized estate plans that achieve his clients' estate planning goals.

Please feel free to visit the other estate planning pages for additional estate planning information or:

Click here to read about revocable trusts, also called living trusts

Click here to read about irrevocable trusts

Click here to read about entity formation/asset protection