Estate Planning

One of the most vital components of your financial plan is an up to date estate plan. While it may sound overwhelming, an estate plan is simply all the documents specifying how you wish for all your assets (money and otherwise) to be distributed so that your loved aren't burdened with these details while grieving.

JG Wealth Management helps identify "holes" in your estate plan and in some cases the need for one altogether. We help insure all titling is up to date and that your estate plan considers all financial implications. We also assist in identifying the steps formalizing your estate plan.

How We Work

Take inventory of your assets

  • This is accomplished during the discovery phase of the client/advisor relationship and is constantly updated as your circumstances change.

Draft estate plan with assistance of an attorney. Some of the topics covered will be:

  • Identify who gets what
  • Leave instructions regarding minor children
  • How to handle your affairs in the event of incapacitation
  • Identify executor of your estate

Set up & fund trusts

Estate planning is not reserved for the ultra-wealthy. If you have assets or loved ones, it's imperative that it's not overlooked or bypassed in the financial planning process.

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