Recent Blog Posts
Estate Planning for Rental Property Owners
Do I Really Need An Estate Plan?
Estate Planning for Nurses, Physicians, and Healthcare Professionals
What Happens When Your Disabled Child Turns 18 and What You Need to Do Beforehand
Estate Planning for Special Needs: Important Steps to Protect Your Special Beneficiaries
Recommendations
- My husband and I married in our 70s and finances get complicated when creating an estate plan that preserve our individual assets and provide equitably for the surviving spouse and our descendants. Our particular situation required imagination, a strong grasp of estate law and financial acumen. ...
- We contacted Jim's office to begin what I thought to be a huge undertaking of organising our estate and establishing a trust. All my worries and concerns about this process were quickly resolved from the initial phone call to the end result. We did not have to stress about remembering anything be...
- We came to Jim to update our estate documents. His expert advice was solid, helping us to fine tune our goals and improve the accuracy of our planning. We are sleeping well knowing our estate planning is on the mark.
- Jim recently handled our estate planning. We were completely satisfied from beginning to end with the entire process. Jim's personal touch put us at ease, helping us navigate with patience and clarity through the many decisions we had to make. He listened intently to our needs and concerns, alway...
- Had a great experience with Jim and team getting estate planning done for family member. They made the process simple and answered all our questions. Highly recommend!
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