Create a lasting impact for the individuals and causes that are most important to you. Estate Planning can help to protect and divide assets, avoid probate, maintain privacy, reduce taxes and increase inheritance.
Estate & Legacy Planning Services
We understand the importance of leaving a legacy for loved ones. Many clients wish to not only grow their wealth, but to protect these assets upon their death, and ensure proper distribution to individuals and organizations.
Estate Planning can be complicated, but we’re here to streamline and guide you through the process. Once our estate advisor understands your wishes, we will collaborate to determine the optimal blend of documents to help protect your assets and ensure the financial security of your loved ones.
Estate Document Collaboration
Family Estate Planning
Documents for Preparation
Durable Powers of Attorney
Healthcare Powers of Attorney
Revocable Living Trusts
Life Insurance Trusts
Special Needs Trusts
Book an Estate Planning Consultation
Schedule a consultation with our James Investment estate planning team to learn more about our services.
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James Investment Research, Inc. is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. The information and opinions on this website are for general information only, based on sources we consider reliable, but cannot guarantee its accuracy. It should also not be regarded as a solicitation to buy or sell any securities mentioned. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or replacement for, personalized financial advice, as it does not take into consideration your unique financial situation, goals, or requirements.
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