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Estate and Trust Planning

Without proper estate planning, the wealth you built may be quickly diluted across generations of heirs.

Kindred’s experts in trust and estate planning will help lead the way.

Strategy Development

As part of our initial planning process, we will be sure to not only understand your goals and wishes for your lifetime, but also how you would like to preserve and pass along your wealth.  We then work hand-in-hand with your estate planning attorney to implement the correct strategies to achieve your goals, from construction and documentation through to funding.

Gifting

In conjunction with our tax planning services, we will implement the appropriate gifting strategies in an effort to control overall estate taxes, both for you and eventually for your heirs.

Trust Selection

Should a trust be a recommended estate planning strategy, there are a plethora of different trust options available to you.  We will help you understand the different properties of each type of trust, ultimately select the trust best suited to meet your needs, and assist you with implementing that selection.

Trustee Support

We will help you to select a trustee from the broad array available to you, and serve as your liaison to help them complete their regulatory and fiduciary obligations.

Additional resources

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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