Estate Planning

Customized Solutions — Timely and Successful Outcomes

Coleman, Anastopulos & Jackson, P.C. assists clients in asset protection and estate planning. A will is an important part of wealth transfer but there are other key documents that address financial, medical and guardianship issues.

We ensure that your estate plan will:

  • Preserve assets for your family or other intended beneficiaries beyond your death
  • Minimize estate taxes
  • Account for special goals such as business succession
  • Include instructions for guardianship and other provisions for minor children or other dependents, such as disabled family members
  • Include instructions regarding your health care preferences if a time comes when you are unable to effectively communicate your wishes

We also Review and Update Existing Wills and Estate Plans