Jones Kuriloff & Sargent

Listing Information:

Estate planning is more than just wills. We begin by getting to know the client and the complexities of the clients family, then we review the clients assets from both a net worth and an estate perspective. Based on this analysis, we help our clients develop and implement a plan. The plan may be a simple estate plan with a trust or will, or it may be more complex: perhaps a trust to protect beneficiaries from creditors and predators, or a business plan in which family and business dynamics are fitted together like a jigsaw puzzle. We help our clients plan for management of their legal and financial affairs, health care decisions, and care of their minor or disabled children in case of illness, accident, or incapacity. This is the essence of estate planning, as we practice it. We help clients plan for the protection and transfer of family real estate, businesses, and other important assets to their loved ones.We create trusts and wills, powers of attorney, corporate documents, and various kinds of contracts, deeds, and agreements for our clients. We often review life, liability, and long-term care insurance and can suggest additional insurance or changes in coverage. We supervise the probate of estates and preparation of estate tax returns. With IRAs, 401(k) plans, and other pension plans representing an ever-increasing share of our clients net worth, we also spend a good deal of time integrating retirement plans into estate plans.Areas of strength in our practice include fiduciary duties, investment oversight, independent trustee services, probate, real estate transactions, elder law, charitable planning, record keeping services, and business services.There are three attorneys in this office (Jeffrey Jones, Rebecca Sargent and Catherine Haynes Fenton) plus nine other employees. Roberta Kuriloff retired in early 2016.