KEB has professionals seasoned in the field of Estate planning. We understand it is about having a comprehensive plan to protect, grow and preserve your wealth and assets for future generations. We meet with individuals who realize how complicated estate planning can be. Between state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, burial or cremation costs, IRA’s, 401K’s, eligibility of heirs, life insurance and annuities — there is a host of issues and decisions to coordinate.
We help you coordinate your work with other advisors, including your attorney, insurance agent or others, that you need in order to implement the plan and see results. We are experts at developing comprehensive estate and trust plans, planning for business continuation, wealth planning and minimizing estate taxes.
KEB appreciates that every estate planning situation is different. In order to better serve our clients we work to understand you, your unique situation, and the nature of your relationships. Our professionals are there with you to offer recommendations and provide useful research tools to make your planning simple, organized, and worry-free. We are available every step of the way.