Estate planning has become an essential tax planning and generational wealth management tool.
Every family and situation is unique. Therefore, we take the time to understand what’s important to families in the near future and for generations to come. In doing that, we can offer strategies to help accomplish those goals.
We are well versed in the variety of trust instruments available and how each impacts our clients’ tax planning and wealth management strategies.
Because DKC has an active business practice, we are also able to take business succession into consideration when assisting with estate planning.
Once an estate strategy is set, we ensure that all paperwork is filed with the proper authorities and help keep all information up to date.