Everyone has an estate. And while no one wants to consider their own mortality, most people probably prefer to have a say in what happens to their estate—business, car, home, real estate, bank accounts, investments, insurance—when they die. Estate planning is a hard, complicated topic that typically requires legal documents, business evaluation, and tax planning. Be sure to work with estate planning advisors who can bring the right people together to accomplish your goals.
K·Coe Isom’s Next Gen team has long-standing relationships with attorneys, bankers, business evaluators, and land appraisers so we can preserve wealth for future generations. Forward-thinking individuals and businesses count on us for sophisticated, tax-efficient estate plans that protect and preserve wealth for the long-term.