Estate Planning
One of the finest gifts any of us can leave to our loved ones is an orderly arrangement for the transfer of our assets at death, one which minimizes the risk of discord among the children or other heirs. Through training and experience, Jim Kacena has gained useful insights into estate planning techniques which will help avoid family controversy after the tragic loss of a loved one. These include:
- Will and trust preparation
- Probate and estate and trust administration
- Family partnerships and LLC’s
- Closely held business transfers at death or retirement
- Installment sales to heirs and trusts
- Long term payout of estate taxes on closely held businesses
- Generation skipping trusts
Jim helps clients define their goals and then achieve those goals. He works closely and personally with clients to fit the best estate planning technique to the needs of the particular family situation