Jireh Wealth Partners

Are you leaving Debt & Bills or Trusts and Wills for your Family?

Take the Quiz to find out which works best for you and how to couple it with your current insurance policy as well.

Estate Planning

Don't leave your family's future to chance or based on a "Gofundme" future. Be proactive and start the planning process. We have affordable options available tailored to your needs.

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About Us

The JW Partners

Estate planning doesn't have to be time consuming and extra expensive. We offer estate planning services like trusts and wills alongside life insurance to create a comprehensive financial and legacy strategy for our clients. Here are some key benefits:

Complete Wealth Protection - estate planning ensures that assets are distributed efficiently and according to Our client’s wishes—avoiding probate delays and unnecessary taxes.

Avoid Probate & Reduce Legal Costs - Trusts and wills ensure that assets bypass the lengthy and costly probate process, allowing families to access funds and property faster, without court intervention..

Control Over Asset Distribution - You can specify who receives what, when, and how, ensuring minor children, dependents, and even charities are taken care of in the exact manner You prefer.

Plan for Incapacity - Beyond death benefits, estate planning includes powers of attorney and healthcare directives, ensuring trusted individuals can make financial and medical decisions if a client becomes unable to do so.

Frequently Asked Questions

Why do I need estate planning if I already have life insurance?

Life insurance provides a financial payout to your beneficiaries, but estate planning ensures that all of your assets—including real estate, investments, and personal property—are distributed according to your wishes. It also helps avoid probate, reduce taxes, and provide clear instructions for medical and financial decisions in case of incapacity.

What’s the difference between a will and a trust?

A will outlines how your assets should be distributed after you pass, but it must go through probate, which can be time-consuming and costly. A trust, on the other hand, allows assets to pass directly to beneficiaries without court involvement, ensuring privacy and faster distribution. Trusts also offer more flexibility and control over how and when assets are distributed.

How do I know if I need a trust?

Trusts are beneficial for those who:

Want to avoid probate and ensure privacy

Have minor children or dependents who need structured inheritance

Own multiple properties or significant assets

Want to reduce estate taxes and protect assets from creditors

If any of these apply to you, a trust may be the right solution

Can estate planning help if I become incapacitated?

Yes! Estate planning includes powers of attorney and healthcare directives, which allow you to designate trusted individuals to make financial and medical decisions on your behalf if you are unable to do so due to illness or injury. This prevents court-appointed guardianship and ensures your wishes are followed.

How often should I update my estate plan?

It’s recommended to review your estate plan at least every 3-5 years or whenever you experience major life changes, such as:

Marriage, divorce, or remarriage

The birth or adoption of a child

Buying or selling property

Starting or selling a business

Significant changes in financial status

Keeping your estate plan updated ensures it always reflects your current wishes and circumstances.

Testimonials

I never realized how important life insurance was until my close friend experienced a sudden loss. I immediately sought out The JW Partners, and the experience was nothing short of excellent. The advisors were knowledgeable and compassionate, helping me navigate the process with ease. Now, I feel confident that my family won't face financial hardships in the event of the unexpected. It’s more than just a policy—it’s a promise to those I love.

James R

Choosing life insurance with The JW Partners was one of the best decisions I've ever made. The peace of mind knowing that my family will be financially secure, no matter what happens, is invaluable. The team was incredibly patient and took the time to explain all my options, ensuring I found the perfect policy to meet my needs. I can now focus on living life to the fullest, knowing that my loved ones are protected.