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Estate & Trust Planning Strategies

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Estate planning can help you leave a legacy of your choosing and provide for the care you require later in life.

You have worked hard for the things you have earned in your lifetime, and you should be assured that your assets are where you need them to be when you need them.

KCA Wealth Management integrates estate planning into our holistic financial planning process.

Estate planning is a process that helps control who will inherit your money and property, and who can make medical and financial decisions on your behalf if you’re unable to do so yourself. In the event of illness, proper estate planning can potentially assist with asset protection strategies to preserve assets for a spouse or loved ones. We find most individuals do not have an estate plan and the ones that do have not had their estate plan coordinated with their financial plan. This can lead to poor execution of the different plans in a time of need (illness) or at death.

KCA Wealth Management team of advisors, including an Accredited Estate Planner, assist in coordinating your holistic financial plan with your estate plan by collaborating and communicating with your Attorney and CPA (if tax planning is needed).

You have worked hard for your wealth and making sure the assets go the way you wish should an illness arise or at death is important.

Have gaps in your financial plans? We identify missed opportunities in planning and strive to make our clients more successful by taking advantage of the opportunities and filling in gaps.

Let’s explore opportunities to reach your life goals.

Schedule a meeting or complete the form below to discuss how we can help plan your current, future and legacy dreams.

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