Estate Planning

Many people share a common misconception and that is that estate planning is only for the wealthy.

Preparing for the future and safeguarding your assets can seem a daunting task but it is a vital part of your preparation for the future.  Jacobson & Richards are committed to providing you and your family with financial security, privacy, and peace of mind. We offer a variety of estate planning services, ranging from basic wills and trusts to more sophisticated planning.  Our attorneys offer a complete array of estate planning services, including:

Drafting wills, living wills, and trusts

Business succession planning

Retirement planning

Premarital and postmarital planning

Education planning

Charitable giving and philanthropy

Special needs planning

Probate and estate administration

Preparation of estate and gift tax returns

Judicial accountings and trust reformations

Probate litigation and other court proceedings concerning wills and trusts