Find peace of mind through estate planning.
Getting your estate plan in order leads to security for your beneficiaries—and peace of mind for you. It’s something you should think about, regardless of your age or the size of your estate. The estate planning professionals at JAK can help.
What is Estate Planning?
Estate planning is one of the most important things you can do for yourself and your loved ones. Generally speaking, it’s the process of determining what will happen to your estate after you pass away. Your estate is defined as all of the property you own at the time of your death, including real estate, personal assets and belongings, bank accounts, stocks and other securities, and life insurance policies. While planning, you may also consider health care wishes, which can include the types of life-prolonging care you wish to receive if you are unable to make an election on your own.
Benefits of an Estate Plan
A comprehensive estate plan ensures your wishes about your property will be honored. And by identifying how your property will be transferred, it gives you peace of mind that your loved ones will be provided for. An estate plan is also critical for minimizing taxes and legal hurdles that could impact your beneficiaries. If you own a business, your estate plan should also include any business succession plans you have created.
Get Help from Estate Planning Professionals
As you might imagine, estate planning involves highly personal decisions and, at times, tough conversations. Our estate planning professionals can guide you through the entire process. Benefit from expert recommendations for estate and trust matters such as revocable living trusts, lifetime gifts, trust or gift return preparation, and more. We’re here to make estate planning as stress-free as possible. Contact us >
Take control of your future.
Call our estate planning and tax experts today: 651-641-1099
Super helpful and understanding. We love working with JAK as they always explain things fully and simply for us. Best around.