JDT Associates                                                                       Client Portal
                                                                               Precision.  Quality.  Perseverance.

Estate & Trust Planning                                                                   (888) 827-9787

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. JDT Associates's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one's estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

At JDT Associates, we work hand-in-hand with our clients to understand their needs, and to create personalized estate and trust plans that turn their dreams into reality. Our estate and trust planning services focus on comprehensive analysis, design, and implementation, including:

• Multi-generational estate planning
• Life insurance analysis
• Family and charitable gifting
• Business exit strategies
• Personal financial guidance
• Personal business management
• Cash management and saving
• College education funding
• Discount analysis


Back to Our Services main page


Ensuring sustainable, long-term wealth for future generations takes careful planning.
Website Builder