Estate Planning
Estate planning is the orderly disposition of assets after death. We aim to create a tailored estate plan that addresses all of your unique needs and goals. Our estate planning services include:
- Wills: Drafting legally sound wills to specify how your assets should be distributed after your passing. A comprehensive Will also can preserve the value of an Estate by reducing exposure to state, federal and inheritance taxes.
- Trusts: Establishing trusts, including revocable living trusts, irrevocable trusts, and special needs trusts, are commonly used to transfer assets to loved ones upon the owner’s death, avoiding the probate process. They can also be used for tax and asset protection.
- Durable Power of Attorney: A well drafted Durable Power of Attorney appoints a trusted individual as your Agent, to make financial decisions on your behalf when you are unable to act or are incapacitated.
- Advanced Healthcare Directive: Creating an Advance Healthcare Directive sets forth your wishes for medical treatment and end-of-life care when you are unable to speak for yourself.
Families trust the Law Office of Jo-Anne Herina Jeffreys, Esq. P.A. to guide them through these critical decisions. With a well-crafted estate plan, we are confident that your wishes will be carried out. Let us help you ensure that your intentions are known, and your wishes are carried out. Divide your Estate, not your family.
