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Estate Planning

For most of us, planning for the distribution of our financial resources and personal property can be a difficult and emotionally charged issue.  However, with a CPA's professional and comprehensive approach to estate planning, you can be assured that your wishes will be honored.

JSP can:

  • Review wills, trusts, retirement plans and other estate planning documents
  • Develop a strategy that fulfills your goals while preserving assets, reducing estate tax liability and providing for sufficient liquidity
  • Explain different methods of property transfers, estate tax rules, the impact of the most current estate planning legislation and possible future changes in rules and regulations
  • Collaborate with other team members - attorneys, investment advisors, appraisers and insurance agents, among others - to ensure that every issue is properly addressed by the appropriate expert

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