The Kemp Harvey Group approach to estate
planning is different. As accountants, we have the skills to complete
estate planning engagement entirely "in house." However,
we have found that the most effective way of achieving an appropriate
estate plan, is to involve other professionals.
We work closely with investment advisors,
life underwriters and financial institutions to coordinate the
myriad of financial information, personal goals, retirement and
income issues that must be considered in drafting the estate plan.
Our main advantage is our tax knowledge.
Minimizing tax is an extremely important component of estate planning
and each decision regarding an investment or a retirement vehicle
must be considered in relation to its tax affect. We work with
tax issues daily and all Kemp Harvey Group partners are fully
familiar with the tax rules that affect estate and investment
planning. Our education and experience also include economics,
investments and law. With this broad range of relevant knowledge
we act as coordinators, assisting your other advisors in the development
of your estate plan.
Contact your local Kemp Harvey
Group office for a review of your current
estate plan or for preparation of a new one.
