Estate Planning and Philanthropy

Kane Davis Cooper is dedicated to providing you with the proper knowledge of how best to preserve your wealth and legacy. Our approach to estate planning considers all available options to make sure that it is compatible with your other financial and investment plans. Through thoughtful construction and administration of a comprehensive estate plan, we continue an ongoing dialogue with your other advisers to prevent needless taxation and maintain transparency and guidance wherever needed.

As well as creating estate planning scenarios specifically for each client’s individual situation, Kane Davis Cooper assists clients to inform themselves on intentional giving matters by conducting events, such as:

• The Gift of Giving 1: How to more effectively establish your Family and Charitable Giving Plan
• The Gift of Giving 2: How to talk to your family about money more easily

Whether your primary aim is supporting family members or charities, asset preservation or long-term care preparedness, we help you put together and administer estate planning strategies for your own individual requirements. We have the background and ability to assist you with all aspects of your plan and make sure that your wealth goes where you want it to go, speedily and without conflict when the time comes. From simple to complex strategies, we know that estate planning is crucially important and is often neglected until it is too late to be effective.