Your Key Plan to Passing on Hard-Earned Wealth
Creating an estate plan includes planning for the management of your assets during your lifetime and the distribution of them after your death. At JRB Wealth Management, we delicately help you plan for every part of your estate to protect your wishes and your heirs, family, and legacy of wealth.
Our comprehensive estate planning integrates with your overall financial plans for your business, investments, insurance, and employee benefits for a cohesive solution.
- A custom, comprehensive estate plan gives more control over assets during life
- Make a plan to provide care in the event a disability may occur
- Allow for the transfer of wealth to whom you want and when you want, cost-effectively
Share Your Legacy with a Custom Estate Plan
Our advisors work closely with you to help you plan to pass on your legacy for generations to come with a range of estate planning strategies.
Transfer of Wealth
Our advisors can help you plan for the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed and appoint a business manager.
Tax Planning
Estate planning can help minimize potential taxes if you give away wealth, during life or at death, you may incur federal—and possibly state—taxes. We’ll help you understand these taxes and the various strategies to minimize them.
Asset Protection
If you own substantial assets, your estate plan might include creditor protection which identifies preventive strategies to reduce exposure. Asset protection planning deals with ownership issues, statutory protections, divorce and more.
Charitable Giving
Charitable giving is motivated by both personal and tax incentives, and it can potentially minimize income and estate taxes. Charitable planning involves selecting the gifted property and charitable structure that meets your needs.
Your Legacy is Ours
As our client, we curate a plan to manage all the moving pieces of your estate for a lasting legacy.
We are proud to serve multiple generations of families, individuals and owners as we assist them in all aspects of planning for their estate in a tax-efficient way. Rely on JRB Wealth Management to make sure your estate is planned for and everything is in its place to pass your wealth on for generations to come!
