Part of living confidently in the present is knowing that your wishes will be carried out in the future. We help to create estate plans that will protect and efficiently transfer your wealth while conveying your wishes for your loved ones and your own care.

Proper estate planning allows you to transfer your wealth according to your wishes while minimizing unnecessary taxes and expenses. Our goal is to ensure you have taken prudent steps to reduce your tax liabilities and to help to create the most effective means to finance any future tax liabilities.

We are committed to working with you and your family to help establish your long-term financial goals and plan accordingly. We will help you structure your estate assets to minimize tax liabilities and maximize value to future generations. Paul Kohn will work with your legal professionals to develop and implement your estate plan. If you are initiating the estate planning process, we are happy to recommend legal professionals with whom we and our clients have worked. Periodically, we will review your plan with you to assess our progress in accomplishing your long-term objectives.

Philanthropic planning offers a strategic way for you to connect to causes that you and your family feel passionate about. We offer creative solutions to accomplish your philanthropic goals without interrupting your family's financial plan and stability.

An important component to any estate plan is gifting, which allows you to reduce the size of your taxable estate by strategically transferring the wealth. Gifting enables you to take advantage of the substantial tax advantages available through lifetime gifts. Thoughtful use of these gifts through the use of planning vehicles such as trusts and life insurance can help maximize the value created for future generations.

• Wills
• Trusts and Trust accounts
• Power of attorney
• Account beneficiaries
• Beneficiary accounts
• Gifting assets
• Business exit and succession strategies
• Philanthropic mission and vision