Dennis C. Jackson Co., L.P.A. is a law firm which limits its practice to estate planning, trusts and probate.

We work closely with tax and investment advisors in the estate planning area to provide financial consulting to our clients. Our services assist in maximizing the return on investments while assuring protection from a variety of adverse estate issues.

Dennis C. Jackson Co., L.P.A. has worked with thousands of clients. Whether your affairs are simple or complicated, we can provide you with solutions that relieve your concerns for today and the future.

The Estate Plan: Benefits of a Trust

A Living Trust offers a very effective way of handling problems regarding your estate management. Currently, Revocable Living Trusts have become a popular financial planning tool for those with assets they wish to protect for the future. Living Trusts have many benefits:

• Avoids probate
• Completely flexible – can be changed at any time
• Your Trust keeps control of your assets and money, even if incompetent or after death
• Eliminates capital gains taxes to your heirs
• Prevents guardianship after physical or mental capacity
• Your estate remains completely private and confidential
• Can eliminate Federal estate taxes up to a $2 million estate
• Allows prompt distribution to your heirs
• Very secure – almost never contested
• Professional management of your assets
• Minimizes emotional stress on the family

Over a quarter of a century of combined experience and knowledge go into the preparation of your Living Trust. Your Trust, when completed, will encompass many important features. These include, but are not limited to:

• Abstract of Trust
• General Instructions
• Special Distributions
• Living Will
• Competency Clause
• Guardian Nomination
• Power of Attorney – Health
• Power of Attorney – Property
• Pour Over Will (New Will)
• Asset Transfer Assistance

There is very little effort required on your part to complete your Trust. We will inform you of what documents are required. Do not worry about the details — that is our job. We will help you every step of the way and most clients’ reaction is relief that their estate is in order.

Additional important features:

• NO annual fees
• NO management fees
• Final settlement consultation at NO charge
• FREE annual review and 90 day funding review
• Automatic up-dating
• Toll Free service number

The fee you paid for your Trust is all inclusive. The only additional fee would be for deed or other asset transfers.