Estate Planning

Have you decided what you'd like to do with the wealth you accumulate over your lifetime? You can pass it to your heirs or to the government in the form of estate taxes. Without a comprehensive estate and wealth preservation plan, your children and grandchildren may have to hand over a substantial portion (up to 55 percent of your assets) in a short-time frame to cover state and federal taxes. Your heirs may have to sell valuable assets at bargain prices to pay those taxes.

Jones Associates can create and implement your own personal estate plan that will not only preserve your assets after death, but will dramatically increase the amount of wealth your heirs will receive. Employing sophisticated tools and techniques, we can help preserve estate for generations by addressing the federal transfer tax system of gift, estate, generation skipping, excise, and income taxes. We can also provide advice on charitable giving which can also result in tax savings. Here are some of the tools we use:

  • Wills
  • Testamentary planning
  • Living trusts
  • Generation skipping trusts
  • Family partnerships
  • Planned charitable giving

J.W. Cole Financial, Inc. (JWC) and its representatives do not provide tax or legal advise in their capacity of registered representatives. Please consult your tax advisor or attorney for your specific situation.


Years of experience have prepared us to guide you through your life transitions.

Cash Flow Management

We create strategies that are tailored to your needs and goals.

A Holistic Approach

We help you protect your lifetime ability to generate income, maintain employment, grow earnings and build your net worth. 

Find Your Perfect Fit

Thank you!