Planning for your financial security is essential. If your efforts could be compromised by unnecessary probate fees, estate taxes, court fees and the like – it means your plan is not complete. At KWB it is our intention to help you put all the pieces together – and put them together right – to protect your assets not only for you, but for your heirs. Sometimes it’s as easy as naming a beneficiary or contingent beneficiary. Other times it’s a little more complicated. KWB Wealth Managers are schooled to provide assistance with all facets of advanced estate planning. We can help you with:

•	Living Trusts, Pour-Over Wills, Powers of Attorney, advanced medical directives
•	Charitable Remainder Trusts
•	Term life, 2nd-to-die, umbrella policies

When you work with KWB you have the confidence of knowing we take into consideration the “big picture”-and that is not only advantageous to you, but your heirs. It is the best way to help ensure your assets go on living for generations to come.



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