Jimenez & Associates, Inc.
 Jimenez & Associates, Inc. 

Estate, Succession and Wealth Planning




A well thought out plan for the future is critically important to you, your family and your business. Estate, succession and wealth planning are ongoing processes that include the evaluation of numerous business and personal factors. Jimenez & Associates, Inc.  develops customized strategies to navigate an increasingly complex maze of alternatives associated with your family's financial security and your company's assets. Our approach is proactive and consultative. Because we have a deep understanding of your objectives, the plans we design enable you to attain your goals whether your needs include:

  • Selecting a trustee
  • Finding tax saving gift opportunities
  • Sheltering your estate
  • Developing a succession plan


Jimenez & Associates, Inc. helps you achieve the most advantageous future financial position. Our estate, succession and wealth planning team undertakes the following assessments in order to weigh different outcomes that arise depending on the options that meet your particular needs and time frame.

  • Analyze estate liquidity
  • Review existing wills and trusts
  • Develop lifetime gifting programs
  • Assess generation-skipping transfers
  • Evaluate charitable gifting options and techniques
  • Assess retirement strategies
  • Determine distribution plans for IRAs, 401(k) and qualified plans



Estate, Succession and Wealth Planning
Estate Planning Succession Wealth Planni[...]
Adobe Acrobat document [37.4 KB]
Retirement Planning Basics
Retirement Planning Basics (Investopedia[...]
Adobe Acrobat document [352.1 KB]
Myths of Retirement Planning
3 Myths of Retirement Planning.pdf
Adobe Acrobat document [29.4 KB]
Establishing A Revocable Living Trust
Establishing A Revocable Living Trust.pd[...]
Adobe Acrobat document [29.1 KB]
Illinois Intestacy Statute
Illinois Intestacy Statute.pdf
Adobe Acrobat document [266.4 KB]
Introduction to Life Insurance
Life Insurance.pdf
Adobe Acrobat document [40.2 KB]
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