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Estate Planning

Estate Planning To protect your assets and preserve your objectives, you need an estate planning team that’s dynamic, clear-sighted and knowledgeable. For more than three decades, Kibble & Prentice’s clients and their legal and tax advisors have relied on us to create wealth transfer and estate preservation strategies that manage risk and provide opportunities for growth and succession.

RISK MANAGEMENT: THE ESSENTIAL PERSPECTIVE ON ESTATE PLANNING

Careful anticipation of future events is vital to successful estate planning. Kibble & Prentice professionals work to protect your legacy through managing the risks posed by taxes and other future liabilities and contingency exposures. Our wealth preservation solutions help retain assets for future generations, and supplement and protect income.

We provide a broad perspective on the planning process, creating comprehensive strategies that take into account your wealth, estate, business, future goals and charitable giving. Our estate planning services encompass insurance and investment tools, a team of experts, and multiple supportive strategies. Working collaboratively with your legal and tax advisors, we bring over three decades of estate planning expertise to your interests.

OUR ROLE AS FINANCE EXPERTS

Kibble & Prentice fields a deep bench in furthering your estate planning goals. We are exceptionally skilled in managing complex financial strategies. Our asset management and insurance expertise integrates the gamut of wealth preservation strategies: financial modeling, accessing of top-performing investment and insurance tools, and business continuation planning.

We are industry leaders in insurance product knowledge and the analysis of the underlying assumptions used in building those products. To protect your interests, our analysts perform sophisticated modeling and forecasting to determine how policies are priced — and whether insurers can meet their commitments to our clients. As a broker of large life insurance policies, we are one of few in our region with experience in managing the complexities of the reinsurance markets, both domestic and international.

Drawing on in-house tax expertise, along with that of national and international experts, we bring objectivity and a high degree of skill to your unique tax challenges.

ACCESS TO INDUSTRY-LEADING PRODUCTS FOR OUR CLIENTS

Because of our relationship with top level carriers, we can make available preferred products and pricing to our clients. As part of a network of top insurance carriers and advisors, we can design and distribute proprietary, customized products, frequently at preferential prices.

Additionally, we have exclusive relationships with many of the most highly regarded product providers in the insurance and investment management industries. Our clients gain the advantage of choice, superior products and a national network of advisors.

PROTECTING YOUR INTERESTS

Protecting your interests is fundamental to every aspect of our estate planning services. Our comprehensive focus on risk management embraces our objective research of investment and insurance products and providers, along with an emphasis on products that offer lower volatility and less risk. Kibble & Prentice’s local presence means we’re always available to address your concerns. And our in-house underwriting and advocacy with insurance carriers ensures that your confidentiality remains intact.

KIBBLE & PRENTICE’S LONG-TERM COMMITMENT

Other firms may come and go, but Kibble & Prentice remains a trusted and significant resource in our region. We provide estate planning services in the context of a relationship. And because of our longevity, we’re there to oversee and manage strategies as they change over time. We review your policies with you on a regular basis to ensure completeness of coverage, and our product scrutiny is ongoing. The result is continuity of protection — now and over the life of your estate.

ESTATE PLANNING TOOLS


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