Estate Planning and Business Planning to Meet Your Specific Needs
Everyone needs an estate plan. Krilogy® Law is dedicated to making sure we create a customized estate plan so that your estate is distributed to your family, friends and charities in the manner you desire. Your situation may require basic planning that calls for the preparation of a will, revocable trust, or irrevocable insurance trusts. Or, you may require more sophisticated estate and business planning, which could involve advanced creative tax planning techniques including irrevocable grantor trusts, personal residence trusts, charitable trusts, intra-family sales and transfers of business interests, business succession planning, and marital planning.
The Krilogy® Law Estate Planning Process
Our approach is to meet with you, listen to you and help identify what you need before putting pen to paper. The Krilogy® Law team then serves as your trusted guide through the process to begin preparing you for a smooth transition of your financial assets after your death, guaranteeing that your desired beneficiaries receive the inheritance at such time and in the manner you desire.
We also focus on providing stewardship for your spouse or partner and children, assuring the right people care for your children in the event of your death, addressing issues of control in the event of incapacity and avoidance of probate.
Depending upon your specific circumstances, your plan can be structured to reduce or eliminate taxes and address asset protection for you and your beneficiaries. You can also spend time identifying and incorporating your family values into the plan, to establish a value-based legacy to pass on along with your assets.
Disclosure
KEP Law, LLC d/b/a Krilogy® Law is a separate entity that is affiliated with Krilogy® Financial through common ownership. Krilogy® Law may collaborate with Krilogy® Financial, an SEC Registered Investment Advisor, and Krilogy® Tax Services in providing a unique, comprehensive approach to wealth management in which all facets of financial planning are seamlessly at work to help ensure an informed, proactive investment, tax, and estate strategy for each client. Together, the team provides an enhanced level of client care, offering informed insights and serving as trusted guides through the various phases of a client’s financial life and beyond. Krilogy® Law can also work with unaffiliated entities as part of your team.
Krilogy® Law operates as an independent law firm to provide legal services in estate and business planning to both Krilogy® and non-Krilogy® clients. Legal services provided by Krilogy® Law are provided under a separate engagement. Krilogy® Law does not provide investment management services or tax services. Those services would be provided under separate engagement with Krilogy® Financial and Krilogy® Tax Services. Krilogy® Law may refer non-Krilogy® clients to Krilogy® Financial and Krilogy® Tax Services for comprehensive wealth management. This information is not intended to create, and receipt of it does not constitute, an attorney-client relationship. Internet subscribers and online readers should not act upon this information without seeking professional counsel. Do not send us information until you speak with one of our lawyers and get authorization to send that information to us. The choice of a lawyer is an important decision and should not be based solely upon advertisements.
Contact Us Today to Get Started
We look forward to working with you for your estate and business planning needs.