Estate Planning and Strategies


“Since you get more joy out of giving joy to others,

you should put a good deal of thought into the happiness that you are able to give.”

                                                                                 - Eleanor Roosevelt


An Estate Plan defines how assets are to be owned, managed and preserved during one’s lifetime and how they are to be dispersed after death, ensuring their orderly and tax-efficient transfer.

There are a number of different strategies to consider when it comes to the transfer of wealth as part of an overall exit strategy and each of them require the delicate touch of an experienced Estate Planning Professional who will ensure that over time, plans meet overall goals. With industry-leading services to business owners, professionals, individuals and families alike, at JDIMI Consulting, our mission is to assist you in attaining your Estate Planning goals while offering unparalleled personalized care and service. As such, we look forward to welcoming you to Integrated Planning & Solutions.

Click here to contact the Insurance & Related Products Team at JDIMI Consulting.