Jones Kuriloff & Sargent

About

Estate planning is more than just wills. We begin by getting to know the client and the complexities of the clients family, then we review the clients assets from both a net worth and an estate perspective. Based on this analysis, we help our clients develop and implement a plan. The plan may be a simple estate plan with a trust or will, or it may be more complex: perhaps a trust to protect beneficiaries from creditors and predators, or a business plan in which family and business dynamics are fitted together like a jigsaw puzzle. We help our clients plan for management of their legal and financial affairs, health care decisions, and care of their minor or disabled children in case of illness, accident, or incapacit