Effective Estate Planning & Asset Protection
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential.
At Milam, Knecht & Warner, we can guide you through the complex process of getting your financial affairs in order. We work with you to create a balanced plan by providing informed analysis and thoughtful recommendations on best avenues for trust development, education funds, retirement investments, and more.
Contact our team for a free evaluation of your current plan.