At KYUR, an important pillar of building your financial legacy is protecting your financial future. To this end, we have formed a strategic partnership with an experienced estate planning attorney to offer all of our clients a complimentary review of their current estate planning documents. For our clients who have not yet created an estate plan, our attorney will also offer a complimentary consultation to provide you with expert guidance tailored to your specific needs.
Estate planning is an essential aspect of your financial strategy, helping ensure that your assets are protected from the probate process and that your wishes are carried out. Whether you are looking to create a will, establish a living revocable trust, or review your existing plan, this strategic partnership will provide you with:
- Free consultation to discuss your estate planning goals and questions
- Expert advice on wills, revocable trusts, powers of attorney, and more
- A seamless integration of your estate planning with your broader financial plan
Just as critical is an effective tax strategy. KYUR also has strategic partnerships with experts in taxation.
KYUR understands that a holistic approach is necessary with partnering with these experts to make sure we have a complete understanding of your financial position.
If you are interested in scheduling a consultation with or would like more information, please click the button below and fill out the form. At KYUR, we are here to ensure that you have all the resources you need to make informed decisions about your financial and estate planning needs.