Estate and Family Business Planning

Building wealth through your business, career and investments is a lifetime endeavor. If you are like many other successful individuals, building your personal assets and your business is about far more than just your own comfort and stability. You want the wealth you have created to provide for the people and causes that are most important to you.

At JPS, our professionals will work to ensure that your wealth and business provide for what matters most to you. As estate and business planning advisors, we invest heavily in relationships, allowing us to gain important insights that help us align wealth transfer strategies with individual and family objectives. We believe that estate planning is critical in protecting the wealth you’ve accumulated and ensuring the welfare of the people you love. Thorough planning requires knowledge about estate taxes, income taxes, trust operations, family dynamics, business succession planning and so much more. There is no “one-size-fits-all” estate plan, and JPS is ready to help you tailor a plan to meet your individual needs and objectives.

Our estate and family business planning services include:

  • Estate and gift planning
  • Charitable and family trust planning
  • Charitable planning
  • Estate, gift and fiduciary income tax return preparation
  • Succession planning

To find out more about how JPS’ estate and family business planning advisors can help you, contact a JPS professional listed below.