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Estate Planning
SKCG’s objective is to help clients work with their attorneys and advisors to design the appropriate legal documentation to create effective estate planning strategies for their beneficiaries. We act as a coordinator of all aspects of the process and take a consultative approach with respect to personal estate planning. Our tools may include term life, whole life and/or universal life insurance policies offered by a large number of quality carriers. This independent approach has helped provide financial stability to our clients and their families.
As an individual's wealth grows, emphasis should be placed on the preservation of assets during that individual's lifetime and for beneficiaries. Without proper estate planning, assets can be dramatically reduced. Effective planning may include the creation and timely execution of legal documents and programs such as a Last Will and Testament, a Trust, Powers of Attorney and Health Care Proxies. We can review these documents and then discuss various established provisions to determine if a client's desires have been met. If not, we make recommendations accordingly and work with attorneys and advisors to make changes.