Estate Planning

Why Estate Planning is Necessary

Effective estate planning protects your assets, safeguards your legacy, and results in the maximum benefit possible for beneficiaries, while also allowing for flexibility while you are still alive.

Estate Planning Considerations

Estate planning involves more than drafting a will, buying a life insurance policy, or creating a trust. Jones & Company works closely with your legal professionals so that the directives, powers of attorney and all other necessary documents are addressed to ensure efficient and organized handling of your personal and financial matters.

Jones & Company takes all federal and state tax law into account as you designate your real and personal property beneficiaries and heirs, and makes appropriate recommendations in terms of the ways in which you distribute your wealth.

Estate Tax Implications

Tax laws change frequently. We continually monitor the law to keep abreast of changes to legislation and how change affects your estate planning decisions. Our tax professionals understand the implications of wills and trusts, estate and gift taxes, exemptions, and more, and will work to ensure your assets are distributed according to your wishes.