Wills & Estate Planning

Estate planning and wealth preservation is a process that’s both incredibly important and deeply personal.

No one wants to think about death — but it’s important to secure your legacy and your family’s future through proper estate planning. Taking the time to prepare an estate plan will preserve your assets, distribute them according to your wishes, avoid disputes, and minimize or avoid tax and administration expenses.

KAG represents clients with estates of all sizes and complexities, leveraging our relationships with other professionals including accountants and investment advisors to help you develop a comprehensive estate and wealth management plan. Our team provides tailored estate planning and wealth preservation strategies in the following areas:

  • Last will and testaments
  • Power of attorney
  • Health care directives
  • Testamentary trusts
  • Revocable (living) trusts
  • Irrevocable trusts
  • Probate administration
  • Trust administration