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Jeffery Palmer, ChFC®
Financial Planner
CA Insurance Lic. #0F60729
Cathy Davis
Client Service Specialist
Phone: 828-333-4748
Christina Palmer
Client Service Specialist
Phone: 828-333-4747
christina.palmer@prudential.com
Gaylen Allen
Client Service Specialist
Phone: 828-575-1250
Jaclyn Schmitz
Client Service Specialist
Phone: 828-333-4139
The Palmer Group
603 Alliance Court
Asheville, NC 28806
Phone: 828-687-8818
Fax: 828-687-4482
Website: jeffpalmergroup.com
May/June 2026
Basics of Estate Planning
Estate planning is a crucial process that ensures your assets are managed and distributed according to your wishes after your death. The foundation of a solid estate plan involves several key components.
Create a Will
It specifies how your assets—such as property, savings, and personal belongings—will be distributed. Without a will, state laws determine your estate's distribution, which may not align with your wishes.Powers of Attorney
Consider establishing powers of attorney and healthcare directives. These legal documents designate trusted individuals to make financial and medical decisions on your behalf if you become incapacitated.Trusts
Setting up a trust can be advantageous for controlling assets, avoiding probate, and minimizing taxes. Trusts can be especially helpful for managing assets for minors or beneficiaries with special needs.Regularly reviewing and updating your estate plan is essential, especially after major life events such as marriage, divorce, or the birth of a child.
Consulting with an estate planning attorney ensures your documents comply with current laws and accurately reflect your intentions.
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Jeffrey Palmer is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with The Palmer Group.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
The Palmer Group and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.