Estate Planning and Tax Services

 The Law Office of Jerry A Carbo II provides expert guidance on tax-related matters to individuals, businesses, or organizations. We at the law office of Jerry A Carbo II help our clients navigate the complex and often changing tax laws and regulations, ensuring that they comply with all requirements while also minimizing their tax liabilities. 

 At the Law Office of Jerry A Carbo II we gather, organize, and file the necessary documentation and forms to calculate and submit an individual's or business’s taxes. Our goal is to ensure that all income, deductions, credits, and other factors are accurately reported so that the tax return is correct and compliant.

 At the Law Office of Jerry A Carbo II we create legal documentation that outlines how a person's assets and property should be distributed after their death. We also include instructions about other matters, such as the care of minor children or the appointment of an executor.

 At the Law Office of Jerry A Carbo II we provide trusts which are legal arrangements in which one person transfers their assets to a trustee, who holds and manages those assets for the benefit of one or more beneficiaries. We also provide Power of Attorney (POA) services which is legal documentation that grants one person the authority to act on behalf of another person in legal or financial matters.

 At the Law Office of Jerry A Carbo II we provide legal documents (Guardianship Forms) used to establish and formalize the appointment of a guardian for a minor child or an adult who is incapacitated and unable to care for themselves. The process of guardianship allows an individual to be legally responsible for another person’s care, well-being, and decision-making 

 At the Law Office of Jerry A Carbo II we provide medical directives which are legal documents that outline a person's preferences for medical treatment in case they become incapacitated or unable to make decisions about their health care. In addition, we provide medical Power of Attorney which is a legal document in which a person appoints someone to make healthcare decisions on their behalf if they are unable to do so.