What is an estate planning?
Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
What does estate planning entail?
Estate planning involves determining how to preserve, manage, and distribute your assets after death or in the event you become incapacitated.
Common estate planning steps include making a will, setting up trusts and/or making charitable donations to limit estate taxes, naming an executor and beneficiaries, and setting up funeral arrangements.
How we can help
Although many estate planning steps involve an attorney with estate planning experience, King Wealth Management can help you understand the complexities of estate planning, identify areas of need in your current estate plan and help you take the next steps toward having a proper estate plan.
King Wealth Management is not a legal advisor and does not render legal advice. Separate legal counsel is required for drafting legal documents that define your estate plan. We will collaborate with your preferred legal advisor as needed.