Trust and Estate Planning Services

Trust and Estate Planning Services

Making an estate plan is a crucial first step toward ensuring your future and current well-being and that of your loved ones. Since everyone's needs differ, we aim to provide a customized strategy that fits your budget, schedule, and preferences. We start by understanding your goals and financial background and then work closely with you to develop a plan that reflects your objectives. Our strategy includes safeguarding your assets when you cannot make informed financial choices, using tax strategies to minimize your heirs' tax burdens, and arranging for the efficient and orderly transfer of your estate to your heirs upon your passing.

Our team is committed to protecting the financial interests of our clients and their families. Our goal is to comfort you in knowing that your loved ones are in good hands for as long as you wish, both now and in the future. Reach out for a complimentary consultation through our website to schedule a discussion.

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It's Only About Wills
Young People Don't Need It
It's a One-Time Task
Only the Wealthy Need It
Professional Help Isn't Necessary

It's Only About Wills

Myth

Estate planning is just about writing a will.

Fact

Estate planning includes wills, trusts, power of attorney, healthcare directives, and strategies to minimize taxes.

Young People Don't Need It

Myth

Young people don't need estate planning.

Fact

Estate planning is crucial at any age to protect your assets and provide for your family in case of unexpected events.

It's a One-Time Task

Myth

Estate planning is a one-time task.

Fact

Effective estate planning requires regular updates to reflect changes in life circumstances, laws, and financial goals.

Only the Wealthy Need It

Myth

Only wealthy individuals need estate planning services.

Fact

Estate planning is essential for everyone, regardless of wealth, to ensure their wishes are honored and their loved ones are cared for.

Professional Help Isn't Necessary

Myth

You can do estate planning without professional assistance.

Fact

Professional estate planners provide expertise and ensure that all legal and financial details are properly addressed.

Adult Day Care Coverage

Risk Factors

You may have to pay them for their services from your pocket if you hire a caregiver.

Solution

Policies may cover community care, which usually means adult day care, so you don’t need to pay them all by yourself.

Modifications to House Coverage

Risk Factors

You may need to build a wheelchair ramp for one of your family members because of their medical conditions.

Solution

Some policies may even pay benefits to family members who act as caregivers or cover home modifications, such as adding wheelchair ramps or installing safety devices.
Consultation

Our estate planning services include:

  • Personalized estate planning
  • Trust and estate tax planning and preparation
  • Business succession strategy
  • Post-death planning
  • Evaluation of wills, trusts, and estate documents
  • Strategies for asset protection
  • Family wealth transfer planning
  • Charitable contributions
  • Tax planning for philanthropy
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Founded on the principle that every small business owner deserves efficient accounting solutions, We are dedicated to saving time, minimizing taxes, and simplifying life.
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Address

6620 Southpoint Dr S Suite 505 Jacksonville, FL 32216

Email

info@universal-accountant.com

Phone

(904) 903-4495
(954) 728-8982

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