ESTATE PLANNING

JMJ Consulting was formed in 1990 with the goal of providing in-depth Wealth Management services to closely held business owners seeking a combination of comprehensive income and estate tax planning strategies that result in minimal legal intrusion from alienated parties and exemption from estate tax exposure for generations to come.  Accomplishing this goal then and now requires a detailed understanding of client objectives and values that generate a unique plan.  We excel at developing sophisticated estate plans to address the complex needs and goals of our clients, and coordinate with our clients’ other advisors to ensure a successful outcome.