For Peace of Mind
"Instead of leaving your loved ones uncertainty, leave them your plan."


- Basic Estate Planning
- Advanced Estate Planning
- Gifting Programs
- Probate/Estate Administration
- Estate and Gift Tax Returns
Whatever your assets are, it is likely one of your goals is to preserve these assets, both for your future use and so that they will benefit your loved ones.
Jill can assist you by:
- Designing and implementing your estate plan, including Wills and Trusts
- Coordinating necessary asset transfers with your financial and other trusted advisors
- Advising you about estate and gift tax filings and consequences
- Maintaining corporate record books
- Discussing charitable giving alternatives
- Guiding you through the probate process