-
Talk to Us: 516-663-5990 / info@kkmcpa.com
-
Reach Us: 100 Ring Road Ste 201 & 300 Garden City, NY 11530
Estate Planning
Plan Today to Protect Tomorrow
Estate planning is very important, but many people put it off. Many individuals wait until it’s too late, leaving their loved ones to face unnecessary stress, legal hurdles, and higher taxes.
At KKM CPA Associates PLLC, we help you create a thoughtful estate plan that protects your assets, honors your wishes, and provides peace of mind for your family. Our goal is to simplify the estate planning process, helping you make informed decisions now—so your family is protected later, and your legacy is preserved exactly the way you intend.
What We Do
Our estate planning services go far beyond basic wills and gifting programs. We take a comprehensive, personalized approach, helping you develop strategies that minimize estate and gift taxes, secure your assets, and support long-term family wealth.
Whether your goals include passing assets to heirs, supporting charitable causes, or ensuring business continuity, we help you build a clear, legally sound plan.
Our Estate Planning Services Include:
-
Trust Formation & Management
Set up living trusts, irrevocable trusts, or family trusts to manage wealth transfer and reduce probate complications. -
Family Limited Partnerships (FLPs)
Organize family-owned assets under structured entities for asset protection and tax efficiency. -
Charitable Foundations & Giving Strategies
Create charitable foundations or set up planned giving to support causes you care about while reducing taxable estates.
Asset Protection Planning -
Protect your money and property from people who might try to take it through legal actions.
Tax Reduction & Legacy Planning -
Reduce estate and gift taxes through smart financial structuring, preserving wealth for the next generation.
Why Estate Planning Matters
Without proper estate planning, your hard-earned assets could be tied up in probate, reduced by avoidable taxes, or distributed in ways that don’t reflect your wishes. A solid estate plan ensures:
-
Wealth Protection
-
Minimized Estate Taxes
-
Smooth Wealth Transfer
-
Family Harmony & Clarity
-
Charitable Goals Met
Why Choose Us?
1. Experienced Estate Planners & Tax Advisors
Benefit from decades of hands-on experience in estate planning, tax reduction, and wealth transfer strategies.
2. Customized Strategies Based on Your Goals
We create personalized plans that reflect your financial objectives, family needs, and long-term legacy wishes.
3. Seamless Coordination with Legal & Financial Teams
We work closely with your attorneys and financial advisors to ensure a fully aligned and compliant estate plan.
4. Personalized Guidance Every Step of the Way
From the first consultation to final execution, our team provides clear, compassionate support throughout the process.
Start Planning Today
Contact KKM CPA Associates PLLC to schedule a confidential consultation and start building a secure financial legacy.
Get the Answers to Common Questions
-
Why is estate planning important even if I’m not wealthy?
Estate planning isn’t just for the wealthy. It secures your assets, simplifies the transfer process for your family, and honors your long-term financial plans.
-
Will vs. Trust—What’s the key difference?
A will outlines how your assets are distributed after death, while a trust allows for smoother asset transfer and may help you avoid probate.
-
How can estate planning help reduce taxes?
Proper estate planning can minimize estate and gift taxes through strategies like trusts, family partnerships, and charitable giving.
-
When should I update my estate plan?
Review your plan regularly, especially after major life changes like marriage, divorce, a new child, or significant asset changes.
-
Do I need an attorney for estate planning?
Yes, a attorney is very important for estate planning or writing legal papers. We work with legal experts to make sure your money and tax goals match up.
-
What happens if I don’t have an estate plan?
Without a plan, state laws will decide how your assets are distributed, which could lead to delays, higher taxes, and family disputes.
.jpg)
