Estate Planning Needs
Planning for your family’s financial readiness is essential. At KWB, it is our intention to help put all the pieces together – and put them together right – to protect your assets not only for you, but also for your heirs. KWB Wealth Managers are well versed in providing assistance with and working alongside your selected legal professionals with all facets of advanced estate planning. We can help with:
- Living Trusts, Wills, Powers of Attorney, Advanced Medical Directives
- Charitable Remainder Trusts
- Term Life, Survivorship, Umbrella Policies
With KWB, you have the confidence of knowing we objectively look at the “big picture” for you and your family or heirs. We will help make a plan for your assets go on living for generations to come.
*KWB & Associates, Inc. and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.