Successful estate planning allows for the transfer of your assets to your beneficiaries quickly and usually with minimal tax consequences. Unfortunately, people do not want to envision a day they won’t be around to care for their families. The truth is that without proper estate planning, you could end up actually hurting the ones you love – emotionally and financially. After all, estate planning is not only for the wealthy, but for the benefit of your heirs.

With help from Kennedy and Coe, you can ensure that your family – and not the federal government – is the primary beneficiary of your estate as well as avoiding exposure of your assets to a divorce settlement and eliminate potential strain on your family. Our experienced consultants can help you prepare your business and the rest of your estate, so that when the time comes, each step in the succession process will go as smoothly as possible.

With plans designed to meet your unique needs, every detail of your estate will be closely examined. At Kennedy and Coe, each of our estate plans has five primary goals:

• Transfer assets according to the family’s wishes
• Protect an estate’s net worth from unnecessary estate taxes
• Provide an orderly management transition
• Provide financial security for family members
• Protect the estate from potential creditors

For more information, call 800-303-3241 or e-mail dlarson@kcoe.com.