Create Your Estate Plan Today.
Schedule Your Free Consultation Today and Get $250 off Your Estate Plan
Schedule Your Free Consultation!
What Is Estate Planning?
-
Estate planning is the process of arranging how your assets will be managed and distributed after you pass away or if you become incapacitated. It involves creating legal documents such as wills, trusts, powers of attorney, and healthcare directives to ensure your wishes are carried out.
-
Key aspects of estate planning include:
-
Wills and Trusts: Outlines who will receive your property and assets.
-
Power of Attorney: Appoints someone to manage your finances if you become unable to do so.
-
Healthcare Directives: Specifies your medical care preferences if you can't communicate them.
-
Beneficiary Designations: Ensures life insurance policies, retirement accounts, and other assets go to the intended people.
-
Guardianship: Establishes who will care for minor children.
-
Proper estate planning helps minimize taxes, avoid probate delays, and protect your loved ones from legal complications.
At JDB Estate Planning, we specialize in creating customized trusts to protect your assets and ensure your family's future.
Safeguard your wealth and investments with our comprehensive asset protection services, tailored to your unique needs.
Our Power of Attorney service enables a trusted individual to make significant decisions your behalf. We assist in documenting your preferences, offering vital support for your needs.
A living will states your healthcare preferences if you're unable to communicate. We help you create this document to ensure your choices are respected.
We assist families in planning their wills, providing expert guidance to secure their legacies.
Minimize tax burdens on your estate with our strategic estate tax planning solutions.