Estate and Gift Plans

Professional consultants at KRP can bring their years of experience and up-to-the-minute knowledge of regulations and laws surrounding estate and gift planning to assist you in protecting your assets. If your total estate could exceed the current lifetime exclusion limit, you can rely on the professionals at KRP to help you with planning techniques to save your heirs money in the future. There are also some very effective strategies that can cut your current income tax bill.

Estate and gift planning is a very personal process. Each family plan is unique. Effective planning should involve you, your accountant, your attorney, and in many cases, an insurance agent and trust officer.

Please call us for an initial conference at no charge and no obligation. KRP can help you assess your need for estate and gift planning. From there, with your approval, we can help you develop an effective and valuable planning tool to maximize the value of your gift or your estate, with minimum tax costs to the recipients.