Access to Trusted Advisors
Jonathan D. Pond, LLC has assembled a team of tax, accounting, estate planning, legal, and insurance specialists throughout the United States we can recommend as needed. We have no financial relationship with these — or any other — professionals, and will build teams based on an individual client's unique needs in the following areas:
- Estate planning
- Income tax planning and preparation
- Insurance
- Mortgage banking
- Charitable giving
- Record keeping and bill payment
We also work closely with other professionals who have established relationships with our clients.
We are pleased to act as the "quarterback" for your financial needs, coordinating and communicating among the various professionals that serve the individual family.
A will is crucial!
While most people recognize the importance of having a will, a large percentage never get around to preparing one. Even those who have a will may not realize that it is out of date due to changes in family circumstances or changes in regulations.
An outdated will can be almost as bad as no will at all. If you fall into either the "no will" or the "outdated will" camp, don't delay, because when it comes to not having a will – or having an outdated will and other estate planning documents (durable power of attorney, medical directive), when it's too late, it is truly too late.
