At a glance
Our combination of accounting, tax, and estate planning expertise will put you, your family members, and your business in the best possible position to achieve your goals.
KT’s Estate and Gift Planning team will get to know you before coming up with a comprehensive plan to minimize tax burdens, maximize gifting, and help you live your life the way you choose.
When it comes to estate and gift planning, having a trusted resource committed to understanding your needs and motivations is imperative. Protecting your wealth for future generations is key to building your legacy. The right combination of accounting, tax, and estate planning expertise will ensure we see the full picture of your life and help you live it to the fullest.
How KT Can Help
Tax Return Preparation
Planning with Trusts
Philanthropic Planning
Generational Planning
Asset Preservation
Valuation Services
Need KT Services?
No matter where you are in your planning journey, our team is here to guide and assist you throughout every stage..