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Our Services

FAMILY WEALTH

Family Wealth

A proper estate plan is essential in ensuring that at death, your wealth and property is distributed efficiently and in a way that minimizes taxes. Effective tax strategies in combination with wills and trusts will achieve this. Life insurance is also an essential component of the estate planning process. An appropriately structured life insurance plan can provide liquidity to pay off any liabilities, establish a fund to care for your family and loved ones or pass on to your estate.

Kelson is your trusted partner in developing and implementing a complete estate plan. We have spent years building a trusted advisory network of accountants, actuaries, bankers, lawyers, notaries and tax professionals. We work hand in hand with them to ensure that your business thrives, your assets are protected, your taxes are minimized and your legacy lives on.