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At kANU Asset Management we work with clients to protect their assets. Estate planning is not just for those who are retired, but instead should be an integral part of your financial plan. Estate planning includes:

  • Creating a will
  • Limiting estate taxes by setting up trust accounts in the name of beneficiaries
  • Establishing a guardian for living dependents
  • Naming an executor of the estate to oversee the terms of the will
  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
  • Setting up funeral arrangements
  • Establishing annual gifting to reduce the taxable estate 
  • Setting up durable power of attorney (POA) to direct other assets and investments

kANU's goal driven process will cover all aspects of what is important to you as well as helping you discover all the ways to maximize tax efficiency and the complete effectiveness of passing on your estate to your heirs as you wish.