At Kristian Micheal we understand at each situation is different, as such we offer discussion, recommendations and tools to make planning simple, efficient and worry-free.
Estate Planning
We understand planning your estate can be a daunting task, but with our qualified staff, Kristian Micheal makes it simple.
-Clearly define your estate planning goals.
- Evaluate and recommend estate planning options.
- Decrease the problems and expenses associated with probate.
- Lessen taxes at time of death.
- Arrange for management of your estate in the event you are incapacitated.
- Draft a working plan for conserving and effectively managing your estate after death.
- Transfer the assets of your estate to heirs the way you want.
- Organize fair and adequate liquidation of estate to cover taxes and other expenses.
Paying for post-secondary education can be very expensive. We understand this, and can help.
By developing an optimal savings plan, given you financial situation and risk tolerance, your child’s future becomes bright.
Learn how to manage your money wisely so you can make the most of your retirement years. We can help you identify needs and analyze your assets.
Let us help you know the risks so you can enjoy the opportunities.
