Estate Planning

Estate planning, in its simplest form, is the technique of ensuring that a client's assets are transferred as they desire upon their death.  There are many facets that make up Estate Planning.  Wills, Power of Attorney, Trusts, and Limited Partnerships are some of the tools utilized to make sure your assets are transferred to others efficiently.  Many times, clients are concerned about the impact taxes will have on the transfer of those assets.  We help clients understand the impact of a clients' current planning or lack thereof.  We will work with clients' tax and legal advisors to develop plans that help ensure their assets are passed on as they desired.


Jersey Financial Group and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.