Succession & Estate Planning

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Our team at JMH & Co., realize the importance of ensuring your loved ones are protected. Our team understands your trust is at the heart of the financial planning relationship.

Planning your estate is the best way to ensure your legacy lives on with the people you care most about. An estate plan will guarantee your wishes and directives are known.  If you were to become incapacitated or are no longer capable of providing those directives yourself, they’ll be carried out as you intend them to be carried out with an estate plan.

From creating or reviewing a will, dealing with executors of state, preparing estate tax returns for deceased individuals and establishing spousal and family trusts, JMH & Co. is your trusted advisor.

We’ll work with you to prepare a financial inventory, detailing both your assets and liabilities, then define your personal and financial goals based on your unique situation. Finally, we’ll identify your options and allow you to make informed choices to implement the best combination of estate planning solutions.

At JMH & Co., we are Your Partner for Financial Success!

Trusted for over 100 years...

"Always so well cared for by the team at JMH and I love how much they support small business and new entrepreneurs. They are fantastic Ambassadors for business."

"JMH & Co. have been our family and company accountants for the past 25 years. I have always appreciated the professional and excellent service I’ve received from them."

"JMH has handled all of our accounting needs for the past 30 years and I have always found them to be thorough and accurate."

"The service at JMH is outstanding. Above and beyond any other firm."

"What I can say, is that I'm so happy with their services/pricing ect...that I have no desire to try anywhere else!"

"The team at JMH & Co. have looked after our accounting needs (both personally and for our businesses) for the last 15 years, and have consistently given us exceptional service. The service at JMH is outstanding. Above and beyond any other firm."

"They have yet to disappoint. Fees are fair. Explanations are clear. Service is exceptional."

"They are very prompt with their work and responses, easy to get ahold of, and always make us feel at ease."

"Excellent service, friendly and passionate staff. Highly recommend JMH for any Accountant services."

"JMH & Co has been my personal, business & my family's accountant for over 26 years. I have seen many changes in tax laws with both personal and business, and with each change JMH & Co was there to assist. The knowledge and advice they have given me throughout the years have assisted in many ways."