Family Wealth Planning
Providing for your children and grandchildren. Supporting your favorite charities. Honoring beloved institutions. You can leave the legacy you’ve always envisioned. Kowal’s Family Wealth Planning services can help you create the path to get there.
We start by listening to you and evaluating your concerns during a free consultation with you and your estate planning attorney.
Family Wealth Planning
Providing for your children and grandchildren. Supporting your favorite charities. Honoring beloved institutions. You can leave the legacy you’ve always envisioned. Kowal’s Family Wealth Planning services can help you create the path to get there.
We start by listening to you and evaluating your concerns during a free consultation with you and your estate planning attorney.
A Plan for What Matters Most to You
Kowal’s financial advisors are here to help you reach the goals you have for your estate. Our approach is thorough and includes:
- Assisting with transferring assets to your living trust or other trust
- Confirming assets are held properly in the trust
- Ensuring asset titles are correct
- Reviewing your estate plan to confirm details are up-to-date
- Managing processes to ensure relevant documents are current
- Reviewing retirement account beneficiaries to confirm accuracy and consistency in these accounts as well as your trust(s)
We understand that dividing your estate fairly isn’t always as simple as dividing it equally. Our advisors can help ensure your estate is divided appropriately among your children and beneficiaries, and your plans for charitable giving are accounted for.
Our work with you will also include a discussion about potential creditor protection where appropriate.
Finally, in the event that one of your planned beneficiaries passes away, we will provide guidance with the appropriate necessary steps for adjusting your estate plans.
A Collaborative Approach to Wealth Planning
You deserve a wealth planning team dedicated to realizing your vision. That’s why we believe in having a strong working relationship with your attorneys and other professionals involved in your estate planning. When questions arise or issues come up, we’re able to work as one team in service to you.
Resources
Protecting Your Wealth in a Digital World: Key Cybersecurity Measures for Individuals and Businesses
Year-End Financial Checklist: Steps to Start the New Year Right
