Estate Planning

Estate Planning
Estate Planning is a way that you can leave a well cared for and lasting gift to your loved ones that is prepared and ready to go when the time comes. Unfortunately, the reality of this is often that we usually put off estate planning until it’s too late. Since we don’t know when our last day will be, leaving our estate in pieces can lead to sleepless nights and stressful situations.
When we don’t do any pre-planning for our estates, we leave them to be determined by fate and government, which isn’t always what we want for our property and our family. That’s why with the help of J. Jerry Pilgrim and Associates, we can help you with your Estate planning that will allow you, as an individual, to determine for yourselves who will handle your estate and your affairs, as well as how it will be managed. This will include putting in place items and protocols that will handle management of our affairs and necessary decisions if you ever become incapacitated or otherwise unable to manage your own affairs while you are still living.
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Minimize and Avoid Income Tax
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Smooth Transfer
How Can J. Jerry Pilgrim and Associates Help You?
- Asset Protection Planning
- Probate and Trust Administration
- Guardianship
- Planning The Execution of Your Estate
- Minimizing and Avoiding Income Tax for Inheritance
- …and more!
Estate Planning Doesn’t Have to be Complicated
Depending on the circumstances of your situation and your assets, planning your estate may very well involve a will and powers of attorney, or may involve extensive trust-based planning. This is where J. Jerry and Associates can help you. Whether it be real estate, bank accounts, retirement accounts, personal items, investments, debts, or life insurance, we’ll take care off every aspect of your estate planning, and leave you feeling carefree and full of confidence in the outcome of your estate. Call TODAY for more information about planning your estate with the help of J. Jerry and Associates!
Estate Planning