Estate Planning

"We take great pride in educating our clients and assuring that all decisions are made with their best interests in mind."

— Richard Kass, Partner

At KBK Wealth Management, we evaluate your estate, gift, and trust planning as one comprehensive plan.

We understand that as your life changes, new circumstances should be reflected in your overall estate planning and documentation. By working closely with your attorney, we will help facilitate the process and ensure that your needs and expectations are being fulfilled.

Our estate planning services include:

  • Reviewing your wills, trust documents, and inventory of your assets and liabilities
  • Implementing tax-saving alternatives to existing and new estate plans
  • Identifying and remediating potential liquidity problems at death or in the event of a long-term disability
  • Providing a comprehensive business and family succession plan
  • Developing charitable or other gifting programs
  • Initiating strategies to help minimize your estate and gift taxes

KBK Wealth Management and Commonwealth Financial Network® do not provide legal or tax advice. Please consult a tax or legal professional regarding your individual situation.