A common misconception is that estate planning is optional, but it’s not. The only options you have are when and how you do it. Federal and state laws require an accounting of every deceased person’s estate and payment of resulting taxes. So, you can do your own estate planning or let the government do it for you.

At Kilbourn Associates, we understand the importance of your estate. That’s why we dedicate as much time as needed to reviewing your current situation, discussing your goals and developing the best plan for you and your family.

Another misconception is that estate planning is only necessary for the wealthy, those people who have large estates. But, in reality, the smaller your estate, the more you need estate planning to ensure that your family keeps as much of your estate as possible.

We specialize in a unique estate planning approach called “family wealth transfer.” What this does is provide you and your family with the comfort of knowing that everyone’s objectives will be met today and in the future.

Yet another misconception is that estate planning is an expensive, time-consuming process that you can put off indefinitely. The truth is, the better prepared you are before you meet with your attorney, the less time and expense will be required. And, although we all assume we’re going to be here tomorrow, someday we won’t! So, you shouldn’t delay your estate planning on that basis.

We have built an alliance with competent financial professionals across the country. Or if you prefer, we can gladly work with your attorney, accountant or financial advisor.

3 Steps to a Successful Estate Plan

How to Protect IRA & Pension Plan Assets

4 Ways to Pay for Estate Taxes