Financial, Estate & Trust Planning

Get your affairs in order.

SKP can help you get your affairs in order. Effective financial, estate and trust planning are essential and can ensure the correct transfer of assets to your beneficiaries, provide security for your surviving family, reduce the amount of tax paid, and keep the courts out of the entire process.

This process is often one that individuals avoid because it seems daunting and depressing. Because SKP has been helping our clients prepare for the future for so long, we are able to make this endeavor as easy and quick as possible. You will feel at ease knowing you have done your due diligence and there will be nothing left in question.

Financial Planning

Let us help you achieve your financial goals. Building and preserving your personal wealth requires specialized knowledge and individual attention. Each situation is unique. SKP will help you identify your goals, understand your risk tolerance, and develop a financial plan that incorporates those while managing risk, improving performance, and growing your assets.

SKP can help you with your:

• Financial saving plans
• Life insurance safeguards
• Retirement planning
• College saving
• Disability and advance care planning

Estate & Trust Planning

The hassles and red tape associated with an estate can be daunting, complicated and costly if you don’t have a plan. Not knowing your legal and financial rights can end up costing you more in the end. With estate planning, you can be sure that you will leave a legacy for your heirs by maximizing the value of your estate, staying in control of your affairs and keeping the courts out of them.

Every estate planning situation is different. SKP works with you to understand your unique situation, and the nature of your relationships. You likely have many questions. SKP is here to answer those questions and sort out the details of your estate so that you know you’ve got everything covered. We are available throughout the process for any questions, change of circumstances, and alternatives. Estate planning saves time, heartache and money.

SKP can help you:

• Define your estate planning goals

• Evaluate and recommend estate planning options

• Discuss family wealth transfers

• Understand family partnerships and other business relationships

• Leave money to charities

• Understand and minimize estate and trust tax

• Institute powers of attorney

• Develop estate planning documents such as wills, trusts, health care and

• Review and amend any existing estate planning documents such as wills, trusts and directives