Referral Based Bespoke Preservation Planning™

Protecting
What Matters Most

Our Focus

Jacobson Law Office focuses on educating potential clients on how to identify risk, and once identified, how to manage that risk. We provide bespoke preservation planning and products designed to assist business owner-managers, entrepreneurs and wealthy individuals to protect their investments and their work in a tax efficient manner.

With respect to risk, it is a function of four key elements; Exposure, Health, Age and Recovery. Click on each of the elements below to calculate your risk factor. If you score two or more, then you need to contact us about preservation planning.

Exposure

Are your personal assets worth more then your liability insurance?

Yes = 1


No = 0

Health

Do you have a major health issue, such as compromised immune system, heart disease or diabetes?

Yes = 1


No = 0

Age

Are you 55 or older?

Yes = 1


No = 0

Recovery

Given your age and health, would it be hard for you to recover from a major financial or health event?

Yes = 1


No = 0
If you scored 2 points or more, contact us immediately.