Proper estate planning allows you to transfer your wealth according to your wishes while minimizing taxes and expenses. Our goal is to ensure you have taken prudent steps to reduce your tax liabilities and to help to create the most effective means to finance any future tax liabilities.
We are committed to working with you and your family to help establish your long-term financial goals and plan accordingly. We will help you structure your estate assets to minimize tax liabilities and maximize potential value to future generations. Kiley Juergens Wealth Management LLC will work with your legal professionals to develop and implement your estate plan. If you are initiating the estate planning process, we are happy to recommend legal professionals with whom we and our clients have worked. Periodically, we will review your plan with you to assess our progress in accomplishing your long-term objectives.
Philanthropic planning offers a strategic way for you to connect to causes that you and your family feel passionate about. We offer creative solutions to accomplish your philanthropic goals without interrupting your family's financial plan and stability.