Estate Planning

Preserving your legacy and ensuring a smooth transfer of assets to your loved ones requires thoughtful estate planning. That’s why we’ve partnered with Trust & Will to provide our clients with an easy, cost-effective, online option that allows them to complete wills, living trusts and powers of attorney from the comfort of their own home. We can also provide referrals to local attorneys or collaborate with your estate planning attorney to help design strategies that minimize estate taxes, protect your assets, and facilitate the efficient transfer of wealth according to your wishes. 

Learn more about our Trust & Will Services

Do I Need An Estate Plan?

Estate planning is about much more than just distributing your assets after you’re gone. It is a strategic process that allows you to control and manage your wealth during your lifetime, plan for potential incapacity, and efficiently transfer your assets to your beneficiaries. Here are some key reasons why estate planning matters:

Control and Decision-Making: Through estate planning, you can maintain control over who inherits your assets, how they are distributed, and when the distribution occurs, ensuring your wishes are respected and carried out.

Minimizing Taxes and Expenses: Effective estate planning can help minimize the impact of estate taxes and administrative expenses, preserving more of your wealth for your loved ones and philanthropic endeavors.

Protection of Loved Ones: Estate planning enables you to provide for the financial well-being of your family, ensuring they are taken care of in the event of your passing or incapacity.

Business Succession: For business owners, estate planning includes strategies to smoothly transition the ownership and management of the business to the next generation or a chosen successor.

Philanthropic Goals: If charitable giving is part of your legacy, estate planning allows you to support causes that are meaningful to you and leave a lasting impact on the community.

Our Estate Planning Approach

At Kraus Capital, we recognize that everyone’s estate planning needs are unique. Our approach involves a collaborative process, where we work closely with you and your legal advisors to craft a customized estate plan that aligns with your specific objectives. Your wealth represents a lifetime of hard work and dedication. Estate planning is a fundamental component of our comprehensive wealth management services, designed to help you preserve and protect your assets while ensuring your legacy is passed on according to your wishes. 

Our goal is to help you create a legacy that reflects your values and provides for your loved ones and charitable causes. As life evolves, we will review and update your estate plan to accommodate any changes in your circumstances or goals.

Secure your legacy and protect your loved ones’ future. Contact us today to schedule a consultation. Let us be your trusted partner in securing your financial legacy for generations to come.