Estate Planning Protects Your Decisions

Estate planning can help you manage and secure you and your family's financial future. Creating a will or trust allows you to transfer property, avoid certain kinds of taxes, ensure the continuity of a closely held business, or qualify an elderly parent or spouse for Medicaid. At Donna J. Jackson, Attorney at Law, P.C., we evaluate your financial situation and discuss the options available to you. As an attorney and CPA, Ms. Jackson explains the most effective means for reallocating assets, transfer the title to a home or business, and creating trusts to fund the healthcare needs of a disabled child or ailing spouse. Attorney Donna Jackson has been advising residents of central Oklahoma on estate planning issues for over twenty years and has a thorough understanding of new laws and legislation that impacts taxes, Medicaid, and estate planning.

Whether you're a young couple just starting out or facing retirement, understanding why estate planning is important and the options available to you is essential. To schedule an appointment and discuss you case, contact estate planning lawyer Donna J. Jackson today.

Estate planning involves three distinct stages:

• The determination of the needs and goals of clients
• The creation of tools and documents that can achieve those goals
• The administration and enforcement of those tools and documents to carry out your intentions

As you attorney, Lawyer Donna J. Jackson evaluates your current financial situation and exposure to certain kinds of tax penalties and legal issues regarding your estate or business. If you are a business owner, Ms. Jackson discusses issues surrounding business continuity plans and the steps that need to be taken now to protect your company.

If have concerns about your business or tax liability, speak to our attorney today. We advise business owners about their business formation options. Whether forming an L.L.C., L.L.P., or corporation, bring your business concerns to us. As an experienced CPA, Ms. Jackson will advise you on all aspects of tax law.

To find out more about how we can help you, call us at 405-840-1874. Submit your questions about estate planning directly to Donna Jackson by filling out the attached contact us form.