Wealth Preservation and Estate Planning
David M. Jones provides innovative estate planning strategies for you and your family. We specialize in serving clients aged 60 and over, with an estate valued at $5 million or more.
We understand that preserving your family wealth for future generations is a significant challenge in today’s volatile markets. It is truly a matter for qualified experts in the fields of taxes, trusts, investments and insurance.
We are so glad we found David. We were kind of floundering – not knowing what we should be doing with our insurance and estate planning. But David has us feeling very much in control now. – Leon & Betty Niles
Life Insurance Programs are our primary expertise
At David M. Jones, our primary expertise involves insurance programs. We have established relationships with more than 100 insurance companies, but we are completely independent agents. We act on your behalf, as your representative, and can typically save you as much as 50% of your insurance costs.
We specialize in life insurance for estate tax purposes for retirees and business owners.
Other wealth protection services we can assist you with
Estate & Tax Planning
Preserve your family wealth with tax-free income for your children and grandchildren. We can also assist you with all related services like:
- Gifting Strategies / Gift Taxes / Generation Skipping
- Tax-free income for children and grandchildren
- Charitable Planning
Increased Income Strategy
Convert savings into regular monthly checks with annuities and longevity insurance. We can also assist you with all related services like:
- IRA Planning
- Current Tax Laws
ZERO Estate Tax Plan
This plan provides maximum control over your hard-earned assets and eliminates estate tax.
We can also assist you with all related services like:
- Dynasty, Irrevocable and Defective Trusts
- Qualified Personal Residence Trusts
- Savings on Existing Life Insurance Premiums