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WILLS, TRUSTS, ESTATES – PLANNING & ADMINISTRATION
Every adult needs an estate plan. The #1 cause of failing to execute an estate plan prior to death or incapacity is procrastination. Without an estate plan, an individual has no assurances that his or her intentions will be honored or followed, and a court has no power to uphold what may have been one’s intentions. Jackson Law Group offers responsive services for individuals and families wishing to set up estate planning documents.
In addition, Jackson Law Group assists with the administration of your Will or Trust. Our attorneys offer probate, estate, and trust administration services at competitive rates and in a detail-oriented approach.
Below is some of the estate planning and administration services we offer:
- Last Will & Testament: Simple & Complex Wills; Pour-Over Wills; Disclaimer Wills
- Trusts: Revocable & Irrevocable Trusts; Inter Vivos & Testamentary Trusts; Special Needs Trusts; Living Trusts; Pet Trusts; Premarital & Marital Trusts
- Planning: Financial Planning; Charitable Planning; IRA Planning; 529 Plans; Powers of Appointment
- Elder Law: Incapacity Planning; Medicaid Planning; Guardianships; Elder Abuse
- Tax Law: Gift, Estate, Generation-Skipping Transfer & Trust Income Tax Planning
- Sophisticated Tax Savings Strategies: A/B Trusts, Credit-Shelter Trusts, or Bypass Trusts; Irrevocable Life Insurance Trusts (ILIT’s); Grantor Retained Annuity Trusts (GRAT’s); Crummey Trusts; Dynasty Trusts; Qualified Personal Residence Trusts (QPRT’s); Family Limited Partnerships (FLP’s) & Family LLC’s
- Free Services: All estate plans include a complimentary Health Care Power of Attorney, Financial Power of Attorney, Living Will, HIPAA document, Personal Property Agreement & Designation of Guardian for Minor Children
- Probate, Trust & Estate Administration: Administration of Decedent’s Estates
- Trustee Liability: Fiduciary Trustee Protection; Trustee Investment Decision-Making Analysis
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PRACTICE AREAS:
• Tax Law & IRS Defense
• Bankruptcy & Asset Protection
• Wills, Trusts, Estates - Planning & Administration
• Condo & Homeowner Association Law
• General Practice Law Firm
DEFINITION OF ESTATE PLANNING:
I want to control my property while alive, take care of my loved ones and myself if I become disabled, and, upon my death, give what I have to whom I want, the way I want, and when I want. And, if I can, I want to save every last tax dollar, professional fee, and court cost possible.
Tax, Estate Planning, and Community Association Law Seminars Available
Flat Fees Available
Will & Trust Packages Available |
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(904) 823-3333 • (386) 366-4848
Email: info@jacksonlawgroup.com
100 Whetstone Place, Suite 101
St. Augustine, Florida 32086
MEETING LOCATIONS
ONLINE SIMPLE WILLS
CLIENT DOCUMENTS
REFERRING ATTORNEYS
Credit Cards Accepted
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