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Secure Your Future With Expert Planning
At JJB CPA Group PLLC, we offer personalized financial consulting. Our priority is a five-star customer experience. We truly value listening to our clients' needs.
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Discover Common Questions About Retirement And Estate Planning
What assets do not form part of an estate?
Non-probate assets might include a life insurance policy, retirement account, or other asset that has a listed beneficiary . Any property owned in a trust will also skip the probate process.
What are the assets of an estate?
Essential estate planning documents include a will, power of attorney, and a healthcare directive. You might also consider establishing trusts to manage estate assets effectively. Consulting with JJB CPA Group ensures you have a comprehensive estate plan that addresses your specific needs and future goals.
How do you fairly divide estate assets?
Three common strategies for dividing an inheritance include: Per stirpes. One of the simplest strategies for asset distribution among heirs, this method requires that the estate be divided equally among each branch of the family. Per capita. Per capita by generation.
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Customized Retirement Strategies That Secure Your Financial Future
Our comprehensive financial planning assess all aspects of your finances, including income, investments, taxes, retirement savings, and estate planning. We offer personalized strategies to help you achieve your financial goals with confidence and security.
Achieve financial security with personalized planning.
Secure your future through expert retirement strategies.
Our Promise: Expert Guidance For Financial Security
At JJB CPA Group PLLC, we are committed to providing expert guidance that helps you navigate complex financial decisions. Our team of experienced professionals understands the nuances of retirement planning and estate management. We tailor our services to meet the unique needs of each client, ensuring a secure financial future.
Our approach is rooted in trust, transparency, and communication. We listen closely to our clients' goals and objectives, developing strategies that were customized for each individual. Whether it's maximizing retirement savings, creating robust estate plans, or managing wealth effectively, JJB CPA Group is here to ensure your financial well-being.
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Join us for a bespoke approach towards achieving financial peace of mind.
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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated insurance agency. The Avantax® family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third party website. This information is not intended as tax or legal advice.
Contact:
T: (832) 937-3054
@: info@jjbgroup.cpa
Address:
810 Murphy Rd STE G, Stafford, TX 77477, USA
About Us:
JJB CPA Group specializes in tax, wealth, and insurance.
