There is no shortage of estate planning ideas and techniques being discussed and recommended these days. You may even have received a recommendation from friends and associates. Our experience shows us that some techniques work while others do not; some may even catch the attention of the IRS. Knowing and understanding the complex nature of various estate planning techniques is vital to executing an estate plan that meets your needs and is adaptable to life changes. At Jones and Kolb, our goal is to provide our clients with estate plans that are easily understood and tailored to their specific needs.

We work with several local Trust and Estate attorneys who specialize in drafting wills, trust agreements, and other estate and gift planning documents. Our relationship with these attorneys offers us the unique opportunity of effectively communicating our clients' estate and gift plans in a cost-effective manner. Based on your objectives and individual circumstances, we would be pleased to recommend an attorney who is experienced in these areas.

Our estate, gift, and trust services include:

• Individual and Family Gift Planning
• Charitable Gift Planning
• Assistance with Estate Administration
• Post Mortem Planning
• Disclaimer Planning
• Retirement Plan and IRA Distribution Planning
• Evaluating Life Insurance Needs
• Preparation of U.S. Estate & Gift Tax Returns (including any State Inheritance Returns)
• Preparation of Fiduciary Income Tax Returns (all types of trusts)
• Preparation of Charitable Remainder Trust Information Returns 
• Preparation of Private Foundation Returns
• Preparation of Fiduciary Accounting Statements for Trust Beneficiaries
• IRS Audit Representation