Making an estate and company planning-based wealth transfer strategy helps guarantee that both will transition as smoothly as possible when the time comes. We consider your entire financial landscape and objectives to build an action plan customized to you—so every opportunity we present to enhance and manage your wealth can be truly rewarding. We're happy to assist you with everything you need in addition to our primary legacy planning services, including bookkeeping, budgeting, filing taxes, and more.

Creating and maintaining a legacy plan provides you the best opportunity of leaving a lasting legacy, whether it means establishing a trust, establishing a foundation, drafting your last will and testament, or all of the above. By constructing a legacy plan, you ensure that you can continue to help the people and goals you care about long after you've passed on.

We work with industry professionals, including your bankers, financial advisors, attorneys, and other personnel to provide the most efficient legacy planning achievable. When you get in touch with J. Michell & Company, you will be able to speak to an advisor who fully understands your needs.

Wealth building is a process that demands a forward-thinking mindset in order to help you navigate your unique financial circumstances. Regardless of a person's cultural or financial background, our devoted team can provide financial planning to our clients’ businesses as well as their families. Knowing that you are moving toward both your immediate and long-term goals is essential for peace of mind.