We tailor each client's estate plan according to your individual concerns and objectives. Many clients choose to use a revocable living trust as the foundation of their estate plan. These trusts allow for the efficient and effective administration of affairs during incapacity or upon death, and can be crafted to address an array of issues related to distributions, beneficiaries, and estate taxes while making full use of the lifetime exemptions of you and your spouse by shifting ownership – but not control – of assets. This way, you and your spouse will have full use of your assets and still be able to pass those assets on to the beneficiaries you choose.
We know that you work hard to take care of your family and your loved ones. Part of protecting your loved ones and your legacy is anticipating change. JM Law CARES, our client estate and legacy planning maintenance program, is the best way to be proactive and adapt your plan to changes in estate and tax laws and regulations, your health, and your family dynamics. So that we may serve you best, participation in the JM Law CARES program is limited to current clients of JM Law, PLLC who have completed their estate planning documents with the JM Law team.
We work with your executors or successor trustees to ensure that your legacy and your wishes are carried out as you specified. At JM Law, we administer estates and trusts that we created as well as those that were created elsewhere. Using a trust as your estate planning tool can help avoid probate, saving your loved ones time, pain, and money and ensuring the seamless transition and distribution of assets in the event of your incapacity or death.
8180 Greensboro Drive, Suite 1100 | McLean, Virginia 22102 | (703) 956-5738
Disclaimer: Materials prepared by JM LAW, PLLC are for general informational purposes only. Educational material does not create an attorney-client relationship and is not an offer to represent you. You should not act or refrain from acting based on information provided.