Working directly with you and your legal and tax advisors, Jefferson Bank provides experienced based guidance to assist in the preparation of a thoughtfully crafted estate plan to ensure your goals and objectives are achieved.
Many believe estate planning is only for the wealthy. Increases in the federal estate tax exemptions have made it seem like even less of a necessity.
But no matter the size of your estate, a smart financial plan should include careful estate planning. It can benefit your heirs in a multitude of ways, increasing the value of your estate and reducing the complications of court procedures.
Everyone’s situation is unique and the focus of each plan should address specific needs. For some, a prime objective is eliminating or minimizing estate taxes. For others, it involves providing for multi-generational wealth transfer and management, or fulfilling philanthropic intentions.