Estate Planning

Leave a stronger legacy and enable your wealth to have a direct and lasting impact.

Preserve What You've Built

If you own real estate, operate a business, or hold assets like retirement accounts (such as a 401k or IRA) or insurance policies, it's essential to establish a comprehensive estate plan. Regularly reviewing your estate plan is crucial to accommodate changes in your life circumstances.

Estate planning is a vital consideration for everyone, particularly for business owners who should have a succession plan to secure the future of their business. It's important to address complexities like blended families or special needs considerations as part of a thorough estate plan.

At Kimsa, we specialize in providing estate planning services tailored to business owners and individuals with significant assets' unique needs. Our approach focuses on a comprehensive review of your estate planning needs. We collaborate with a network of experienced professionals to ensure that your estate planning objectives are achieved, helping to arrange and streamline the necessary processes.

Be ready for what comes next.

Seamless Estate Planning

Whether you already have a trusted estate planning attorney and tax advisor or you're looking for one, Kimsa has you covered. We have a group of highly vetted partners that our financial advisors work with closely to ensure your estate planning process is seamless and your loved ones, your business, and everything you have worked for is well protected.

Scroll to Top