Estate & Legacy Planning
Ensuring the Value of Your Estate for Your Loved Ones
Your legacy can make a lasting difference in the lives of the people and causes you care about. Whether you want to take care of your immediate family, extended family, dear friends, or favorite organizations, you can make sure your legacy lives on through your financial gifts.
We can help you organize future gifts and plan for the logistics and expenses associated with transferring those gifts to your loved ones. We work closely with attorneys and CPAs to maximize tax benefits and make the entire process as easy as possible for you.
Not sure where to start? We offer personal guidance, support, and service that’s perfectly suited for you and your goals. Contact us today with your questions.
Services We Offer
What is estate planning? What is legacy planning?
Do I need to consider taxes* in my estate planning?
Estate planning does require the help of someone knowledgeable in tax law. There are federal and state taxes to consider in the categories of income taxes, goods and services taxes, estate taxes, inheritance taxes, and gift taxes. Different parts of your estate may be taxed differently depending on the type of asset. It’s complicated, but advice from a knowledgeable, caring professional can help clear up any confusion for you and your loved ones.
How can I make sure I have a financial legacy?
Where should I put my savings for my loved ones?
The allocation of your savings and other assets depends on who you want to leave them to and what you want the beneficiary to do with them. At J.Freeman & Associates, we consider your personal circumstances and your wishes to help you build the legacy you want. We’ll help you decide how to allocate your assets in a way that will be the most beneficial to your loved ones.
When should I start my legacy planning?
Where should I start with legacy planning?
The best way to start planning for your legacy is to talk to a J.Freeman & Associates advisor. We offer up-to-date advice, a wide range of solutions, and more than twenty years of experience in legacy planning. Contact us today to learn how you can give your loved ones the best both now and in the future.