Legacy & Estate Planning

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Protecting Your Family Assets

Using time-tested estate planning strategies, we can help ensure that you and your family will always have access to resources for your needs. Our wealth transfer planning experts work with your attorney and CPA to ensure your heirs have a secure future after you are gone.

The legacy and estate planning professionals at Grant Hinkle & Jacobs work with successful families and individuals who have spent their lives working hard to accumulate assets, and now want to focus on the highest and best use of their wealth.

 

 

 

Wealth Transfer Planning Experience

For over 30 years we have helped families best secure their assets for future generations. We can help you gain peace of mind with a properly designed and funded estate plan. Our wealth transfer planning techniques ensure that you and your spouse can spend as much as you need during your lifetime, and have any remaining assets pass to your children and grandchildren. Those assets are protected from probate, estate taxes, divorcing spouses, and creditors. It is satisfying to our estate planning experts to see the sense of relief that our clients experience when they realize that they and their loved ones are protected.

For clients facing divorce, our estate planning experts have unique experience in designing life insurance that is required under a marital settlement agreement. We are also familiar with the applicable techniques for clients in second marriages, same sex couples, foreign nationals with U.S.-based assets, and special needs situations, as well as for those with charitable intent.

Let us show you how our programs can provide you and your family with peace of mind. Contact us today for a free one-hour estate planning consultation.

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