Estate Planning and Wealth Preservation Strategies

KAP Planning provides insurance strategies for people who seek to protect and transfer their wealth with the least amount of expense, taxation and risk.

Wealth transfer and estate planning strategies are highly personal and complex processes that intertwine inter-family relationships and risk mitigation together with extremely technical subjects. At KAP Planning, we work closely with our clients' tax and legal advisors to help them effectively navigate the process in dealing with clients' needs for:

Tax-Oriented Planning

  • Use of tax strategies to implement life insurance products that can offer estate and income tax efficiencies
  • Utilizing non-insurance strategies as a tax savings measure to complement the purchase of life insurance

Estate Planning and Wealth Preservation Strategies

  • Helps conserve your assets and protect your estate from attrition due to federal and state tax obligations through the use of gift tax strategies and tax-favored life insurance products
  • Strategies may include:
    • Family gifting strategies
    • Charitable gifting strategies
    • Asset leveraging tactics
    • Asset accumulation strategies
    • Longevity planning

Business Succession Planning

  • Facilitating company survival upon the departure or death of an owner
  • Helping business owners attract, retain and reward key employees
  • Creative income continuation programs

Risk and Wealth Management

  • Creating an aggregate financial plan that encompasses your complete financial picture
  • Use of insurance to minimize personal and corporate financial loss

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck