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. 

You Call The Shots
When it comes to your estate, you need to be the one calling all the shots and deciding who is the one taking care of your affairs and how it is handled. At J. Jerry Pilgrim and Associates, we’re here to help guide you through the necessary processes to put your affairs in order.
Minimize and Avoid Income Tax
Didn’t think it was possible? At J. Jerry Pilgrim and Associates, we’re here to help you make the most of your estate and all of your assets. With a thorough understanding of the law, we can help you minimize or even avoid income taxes altogether when it comes to your estate and your assets.
We're Here to Help
If you’re looking for an experienced estate planning attorney, J. Jerry Pilgrim and Associates is here to help you no matter the circumstances of your situation. Give us a call today!
Smooth Transfer
With the help of J. Jerry and Associates, we can help you ensure a smooth transfer of all of your assets after your death and into the future. Give us a call today for more information about how we can help you plan your estate and sort your assets in the exact way you would like them executed.
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