Estate Planning & Probate

Estate Planning & Probate Lawyers

Despite some common misconceptions, estate planning is for everyone, regardless of wealth, income, if one is working or retired. Although there are many reasons that individuals put off estate planning, no one can predict the future, and if you have any assets, such as an automobile, banking accounts, home, real estate, or other savings, then it is worth talking with one of our experienced estate planning attorneys and developing a strategy to protect your assets.

Estate planning is the best way to ensure that you not only have a say in how your assets and property are distributed, but it also helps provide security for the loved ones in your life. The attorneys at Jackson Mertz L.L.P have extensive experience in all aspects of estate planning, for individual and business clients, including:

  • Asset Protection
  • Audits of estate
  • Manage estate tax issues, return preparation, gift tax estate
  • Structuring expense saving estate plans
  • Preparing trusts
  • Estate & Trust Administration
    • Establishment of various types of trusts
    • Trust Accounting
    • Trust Litigation
  • Will contests
  • Guardianships
  • Business succession plans
  • Probate Matters
  • And many other issues

Estate planning is for everyone. Our attorneys will work with you to discuss all available legal options, create a strategy to best protect your assets, and help provide security to loved ones. We have the experience and resources to take into account each client’s unique financial situation and tailor a plan that will best serve his or her goals.

Jackson D. Mertz

Legal Assistant | jackmertz@jackmertz.com

Call For a Free Consulting +1 204-480-7530