Estate Planning

Passing your wealth on to future generations

Passing on wealth to the next generation is one of the most important yet challenging aspects of Financial Planning.

Our experience indicates that many estates do not transfer their assets as successfully or efficiently as they wanted to.

After spending a lifetime building your wealth, how do you transfer it to the next generation? At KWL we can explain how the tax works and the ways in which you can legitimately reduce your estate’s liability, leaving more of your money to your heirs.