Estate Planning Guidance

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.

A carefully drafted estate plan can:

  • Minimize estate taxes
  • Minimize costs of probate
  • Provide for efficient transfer and management of wealth
  • Promote family harmony
  • Fulfill your charitable intentions

 

*Non-Deposit Products: are not FDIC insured; are not deposits; may lose value.

Notices & Disclosures

The information contained herein is for information purposes only, is not designed to address your financial situation or particular needs and does not constitute the rendering of tax or legal advice. You should consult with your tax advisor or attorney for advice pertinent to your personal situation.

 

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