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Estate Planning
Assistance with Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Giving.
Nursing Home/Medicaid
Helping clients qualify for government benefits legally and ensuring their estates are preserved in the process.
Probate/Trust Administration
Probate Assistance, Trust Administration, and Probate Litigation.
Financial Services
Helping clients preserve their wealth and achieve their long-term financial goals.
Business Planning
Business Succession Planning, Small Business Planning, and Lawsuit and Asset Protection.
"Special Needs" Planning
Assistance in creating plans with disabled family members in mind.
Incapacity Planning
Assistance in pre-planning the handling of a client's affairs in the event they become disabled before passing away.
DocuBank
DocuBank® keeps health care documents on file for people who want to have those documents available at a moment's notice.
Educational Alerts
Educational Alerts are written on topics that effect various aspects of estate planning and the laws that govern it.
Newsletter
The Your Estate Matters newsletter is an easy-to-understand, multi-topic newsletter that will provide you with quality information and up-to-date articles on various estate and tax planning subjects.
Frequently Asked Questions
Top 10 most frequently asked estate planning questions.
Speaker Connection
Is your group interested in having Jones Waldo Holbrook & McDonough, PC conduct a FREE Educational Workshop or be a Key-note Speaker at your next gathering?
Financial Continuing Education
Comprehensive continuing education programs for Financial Advisors, covering fundamentals to advanced estate planning and taxation topics.
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