Question 1

What services does the company offer?

Accepted Answer

The company offers estate planning, long-term care Medicare planning, trust administration, and probate administration services.

Question 2

How does the company approach estate planning?

Accepted Answer

The company takes a thorough approach to estate planning, reviewing asset titling and family relationships, and helping clients understand the difference between probate and non-probate assets. They also address tax implications, losses to creditors or fraud, and other important concerns, drafting deeds, trusts, beneficiary designations, and assignments of business interests as necessary.

Question 3

What is the company's philosophy on estate planning?

Accepted Answer

The company believes that good estate planning can help make aging and death a time of grace and dignity, protecting and preserving assets, creating tax and administrative efficiencies, and providing comfort and ease for loved ones.

Question 4

How does the company assist with long-term care Medicaid planning?

Accepted Answer

The company recognizes that long-term care is very expensive, whether at home or in a residential facility, and that anyone who cannot care for themselves independently will need help. The company helps clients plan for and access the necessary care, whether it's skilled nursing, personal care, or other forms of assistance.

Jonathan D. Secrest

Company Overview

Company Name

Address

Website

Phone

About Jonathan D. Secrest

Frequently Asked Questions about Jonathan D. Secrest

What services does the company offer?

How does the company approach estate planning?

What is the company's philosophy on estate planning?

How does the company assist with long-term care Medicaid planning?

Technologies Used