Wills, Trusts,
& Estates


Estate planning that provides for loved ones, protects assets, and fulfills your vision.

From working closely with entrepreneurs, Jeffrey Cardon knows estate planning is often viewed as essential – and daunting. Due to the latter, busy entrepreneurs often find reasons to delay it.

But Jeffrey also knows sophisticated and personalized estate planning done in a timely manner enables business owners to make transitions seamless, protect relationships, and leave a legacy. Clients who step through estate planning with Jeffrey tend to feel a profound sense of satisfaction.

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It begins by asking the right questions – and listening carefully – to ensure your needs are appropriately met. This may include gaining clarity on your legacy. And making deliberate moves to promote family harmony. For entrepreneurs with complex financial situations – including multi-general wealth – it may be necessary to take special steps to avoid loss, over-taxation, or theft.

Jeffrey ensures the most basic part of your estate plan – your will – fully considers potential contingencies and reflects your wishes. If a trust is appropriate, in plain English, he’ll walk you through your options, make it easier to arrive at the right decision, and put your trust in place. And if a business succession plan makes sense, this veteran entrepreneur will ensure your legacy isn’t put at risk down the road.

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Taking care of your future.

It begins by asking the right questions — and listening carefully — to ensure your needs are appropriately met. This may include gaining clarity on your legacy. And making deliberate moves to promote family harmony. For entrepreneurs with complex financial situations — including multi-general wealth — it may be necessary to take special steps to avoid loss, over-taxation, or theft.

Jeffrey ensures the most basic part of your estate plan — your will — fully considers potential contingencies and reflects your wishes. If a trust is appropriate, in plain English, he’ll walk you through your options, make it easier to arrive at the right decision, and put your trust in place. And if a business succession plan makes sense, this veteran entrepreneur will ensure your legacy isn’t put at risk down the road.

I think we should be the ones thanking you!

Thank you for making things so easy to understand. It is a great feeling knowing that our family... and [my husband] and I for that matter... will be taken care of when we get older. There is definitely something to be said about “peace of mind.” So thank you and I would definitely give you ⭐️⭐️⭐️⭐️⭐️!!”
When my business was going through a difficult stage of growth, you were with me every step of the way to make sure I was taken care of. I was able to achieve faster growth in part to your insights and how to navigate the murky waters of legal paperwork.
Jeanette W.

Attorney Jeffrey Cardon leverages the law in your favor in these areas and more:

Estate Planning

Wills

Trusts

Power of Attorney

Health Proxies

Succession Planning

Tax Strategies

Estate Settlement

Probate

Philanthropy

An attorney for every phase of your entrepreneurial life.

An attorney for every phase of your entrepreneurial life.

An attorney for every phase of your entrepreneurial life.

Find out more about this attorney’s value by taking the next step. We think you’ll be likely to soon refer to Jeffrey as “my attorney.”

Find out more about this entrepreneurial attorney who’s always available when you need him. Experience a different level of service by taking the next step. We think you’ll be likely to soon refer to Jeffrey as “my attorney.”

Schedule a Call with Jeffrey
Schedule a Call with Jeffrey

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