Estate/Trust Planning

Wealth and Estate Planning Services

The distribution of your assets is just one aspect of a comprehensive estate plan. Another is your retirement and the conservation and enjoyment of the assets you have acquired. The successorship of a business is another consideration. Having a plan is crucial to minimize the estate tax burden or a tax liability and to avoid probate. At JB Brown & Co we are as dedicated to your success as you are. Our dedicated professionals have a comprehensive approach to building, enhancing and protecting your wealth.

Count on Us for a Smooth Transfer of Assets

Tax planning and compliance
Business succession / continuation / exit strategies
Retirement planning
Charitable giving
Estate, gift and trust preparation

Avoid Any Estate Planning Issues With
JB Brown & Co

Having your taxes and estate thoroughly planned out and detailed will help to ensure your loved ones will have a smooth transition. Give those closest to you peace of mind that everything is taken care of beforehand. Proper estate planning can help protect what is rightfully yours and prevent the possibility of disputes and conflict among family members or other parties. Call today at 847-549-7245 for your FREE initial consultation!

847-549-7245

Our team is a dedicated and passionate member of the community focused on serving you!