Estate Planning

Planning for an estate or trust can leave you with a minefield of questions. You want the best for your heirs, and you know that even the smallest detail matters, but there are so many options it’s hard to know the best path. Minimize complications with estate administration, taxes and all the factors that come into play by working with experienced advisors who have specialized knowledge to help you craft a trust or estate plan that does what you want and need it to do.

Jones and Kolb has a wealth of experience and a network of legal partners well versed in helping individuals and families like yours create efficient, cost-effective trusts and estates. And as your situation changes, we’ll be here to assist you with updating your planning goals.

Careful planning for transferring wealth, charitable giving and leaving a lasting legacy doesn’t have to be stressful. We can help you with a complete range of estate and trust planning services, including:

  • Living wills and trusts
  • Individual and family gift planning
  • Estate administration
  • Family businesses
  • Succession planning
  • Life insurance planning
  • Tax planning for estates and trusts
  • Estate and gift tax returns
  • Fiduciary tax returns
  • Retirement plan and IRA distribution planning
  • Charitable remainder trust information returns
  • Private foundation returns
  • Fiduciary accounting statements for trust beneficiaries
  • Inheritance & gift-related IRS audit representation
  • Business and estate valuations
  • Strategies to reduce transfer taxes

To learn more about how we can help you with all your estate planning and administration needs, please contact Ken Jimenez, David Hendelberg or Lofton Odom at 404-262-7920.