No matter where you are in your stage of life, your family needs you to plan for your lifetime and theirs!
An estate plan is planning for your life and future. A sound estate plan adds up to peace of mind for you and your family.
Unfortunately, most people tend to procrastinate when it comes to estate planning. Let’s face it, deciding who will manage your assets if you become disabled or who gets your assets if you pass away, are tasks most people would rather ignore. But if you’re reading this, you’re probably ready to take that first step toward greater peace of mind.
We take the time to get to know you and help you define your goals. We review your family situation, finances, home and real estate ownership, employment, investments, and business interests. We advise you of the estate planning strategies best suited to achieve those goals and ensure you have the information necessary to make well-reasoned decisions.
Because estate planning doesn’t begin and end with a last will and testament, you must make sure your attorney will provide a personal and holistic approach to your estate plan. We care about your family and work with you, your children or your parents to develop a plan that will make sure you not only transfer your assets while minimizing any taxes and the dreaded possibility of Probate, your personal values and legacy are passed on as well.
An experienced Attorney, Andrea Jakob joins skilled legal representation with compassionate, individualized attention.
By personally connecting with each and every client, Andrea develops a relationship of trust and care. She is committed to helping you develop a personal strategy to help preserve your assets and protect your loved ones.
Andrea is passionate about her family and has a passion for helping yours!
Click here for information on obtaining membership in DocuBank
See my Blog Post on Four Provisions People Forget to Include in their Estate Plan:
- Alternate Beneficiaries
- Personal Possessions and Family Heirlooms
- Digital Assets
Also see my newsletter article on the three steps to take when your child turns 18. Many people are surprised that your child or grandchild who is approaching adulthood or heading to college may need to have some crucial documents prepared for their journey.
For more information: Andrea’s Biography
Please see my legal guides on Avvo: Published Guides