Estate, gift and trust

At Jones Advisory LLC, we understand the importance of preserving and transferring wealth for future generations.

Our comprehensive estate, gift, and trust services are designed to help individuals, families, and business owners plan for the future, protect their assets, and ensure their wishes are carried out.

Estate Planning

Effective estate planning is essential for safeguarding your assets, minimizing tax liabilities, and ensuring your loved ones are provided for according to your wishes. Our experienced team of professionals will work closely with you and your attorney to develop a personalized estate plan that addresses your unique goals and objectives. Our estate planning services include:

410.321.0206

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Tax Planning:

Minimization of estate taxes, gift taxes, and generation-skipping transfer taxes through strategic planning and utilization of tax-saving techniques.

Tax Compliance:

We understand tax regulations for Estate and Trusts to ensure that all filing requirements are met. It necessitates gathering documentation, inventories, income records and relevant legal documents to ensure compliance with tax laws and required filings.

Charitable Giving:

Guidance on charitable giving strategies, including the establishment of charitable trusts and foundations to support causes you care about.

Gift Planning

Gift planning allows you to transfer assets to your loved ones or charitable organizations during your lifetime while maximizing tax benefits. Our gift planning services are designed to help you make informed decisions about gifting strategies that align with your financial goals. Our services include:

Gift Tax Analysis: Evaluation of potential gift tax implications and strategies to minimize tax liabilities. Lifetime Gifting Strategies: Development of personalized gifting plans to transfer assets to family members, heirs, or charitable organizations.

Education Funding: Planning for education expenses through tax-efficient gifting strategies, such as 529 plans and educational trusts.

Family Wealth Transfers: Structuring wealth transfer strategies to facilitate the orderly transfer of assets to future generations.

Why Choose Jones Advisory LLC?

Experience: Our team brings years of experience and expertise in estate, gift, and trust planning to every client engagement.

Personalized Service: We take the time to understand your unique needs and objectives to develop tailored solutions that align with your goals.

Comprehensive Approach: We offer a comprehensive suite of estate, gift, and trust services to address all aspects of your planning needs.

Commitment to Excellence: Our commitment to excellence means we strive for accuracy, integrity, and professionalism in everything we do.

Contact Us Today

For a consultation with one of our experienced estate planning professionals. We're here to help you navigate the complexities of estate, gift, and trust planning with confidence and peace of mind.