Wealth & Estate Planning practice group

KJK’s Wealth & Estate Planning Practice Group believes in utilizing a team approach, involving our team with a client’s accountant, financial advisor, insurance agent and other professional advisors in a concerted effort to achieve the client’s overall planning objectives. We assist individuals and businesses with a variety of matters ranging from the basic estate plan for parents to more complex arrangements for business succession and the transmission of wealth to younger generations with minimal tax implications.

We offer a variety of estate planning services such as family estate planning, high net worth tax avoidance planning, charitable giving planning, business succession planning, asset protection, and special needs planning.

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