Trust & Estate Planning
KWM ensures your assets are properly distributed and taxes minimized with expert trust and estate planning
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Trust and estate planning is important for everyone. Crafting a suitable will/living trust is the first step in ensuring that your assets will be distributed accordingly. Estate planning will determine how the assets will be distributed to loved ones or beneficiaries.
Planning for your estate will also help to avoid paying large amount of taxes to the government. It’s important to stay on top of tax and regulation changes to make sure that clients estate plan is up to date with the current regulations. KWM partners experienced estate and trust attorneys to guide clients in the right direction and ensure that all clients are well prepared to pass on their wealth.
There are various strategies that can be utilized.
- Living trust
- Family trust
- Charitable trust
- Irrevocable trust
- Premium financed life insurance in an ILIT
Mission
At KWM, we are committed to servicing our clients with tailored strategies that are customized to client’s situations. We strive to deliver the best possible solutions according to each client’s individual goals. We work with the best partners and custodians in the industry to deliver the best services and experience.
Market Experience
KWM has been around for the past 20 years. The principals started with Morgan Stanley and UBS. KWM was founded in 2005, after it was decided to strive for a better client experience outside of the brokerage industry.