An integrated approach
KDV takes an integrated approach to estate and trust planning and has helped many businesses coordinate it with succession planning. The value we bring includes:
- Projecting Tax Implications: Our team of CPA’s brings expertise in accounting, tax and finance to the estate and trust planning process to provide you with the big picture of its impact as well as the detailed tax projections.
- Developing Effective Strategies: KDV’s ability to develop and implement charitable giving and wealth transfer strategies that are both personalized and effective has made the firm an industry leader.
- Optimizing Your Assets: Our KDV team is focused on being good stewards of your resources. We work closely with you to understand your needs and then create a plan that achieves your retirement cash flow goals, optimizes respective asset balances and reduces taxes.
As experts in the field, our team members provide recommendations on everything from the funding of buy-outs to risk management. We also use various types of trusts to accomplish non tax goals.
Other KDV services used by our estate & trust planning clients include tax, strategic planning and advisory services, business valuation and succession planning.