Legacies, Wealth Transfers, and Tax Planning
It’s never easy making arrangements for after you’re gone, especially when it comes to your financial assets. When you move on, your financials do not, and neither do your possessions. That’s why having a good plan in place is essential, with well-thought-out advice on the best way for you to handle what happens to your estate.
With JM Patton Associates, our goal is to have a personalized plan mapped out for your finances and possessions and how they are handled when you no longer can. We offer a variety of legacy, wealth transferral, and tax planning services, all individually tailored to suit your needs.
Legacy Planning Strategies
When you die, you will want your assets and belongings to be passed on to your loved ones, and JMP can help prepare for when this day comes. If you have any specific needs when transferring your wealth, let us execute your will. We can assure you that your family will be prepared for success when you’re no longer there to help.
If you choose to regularly donate to charity, we can set up a plan to ensure that the organizations of your choice are being supported even after you pass. We can set up a schedule so that you can continue to make periodic donations even when you are unable to do so. At JMP, we believe in giving back and leaving a positive mark on society in any way possible.