Kaiser Law Group Estate & Legacy Planning Information

Purposeful Estate Planning for the Multi-Millionaire Next Door® Since 2007, KLG has been helping families, individuals, and small business owners direct the future of their legacies through estate planning and continual advice. We focus on building mutual relationships with our clients and their advisors rather than merely producing documents or conducting legal transactions. KLG takes a hands-on partnership approach with our clients and their advisors to facilitate addressing client concerns and achieving our client’s goals through our ongoing Legacy Program. We guide our Legacy Program clients through their lives and changes in their plan, today and into the future. KLG is exceptional at handling the inevitable emotional factors that arise from the legal processes of estate planning. The entire team is respectful of sensitive issues, technical or sentimental, that may surface. We create an ongoing relationship with our client and their other trusted advisors. Every opportunity, change, or concern is addressed in an ongoing proactive manner. This avoids the conflict and confusion that are often present when loved ones are in turmoil or grief. KLG leads our Legacy Program clients in aligning assets with their estate plan to provide for the client’s current situation, and on an ongoing basis, adjust the alignment of assets with the estate plan as assets change or fluctuate. We also proactively and reactively update the estate plan to reflect changes in goals, assets, family situations and the law. Through family and advisor meetings we assist in ensuring that everyone understands their role and purpose of the estate plan to avoid potential conflict. We believe that our Legacy Program goes beyond creating estate planning documents, and simply stated, a completed estate plan is not the finale of a client’s relationship with Kaiser Law Group, it is only the beginning of a lifelong relationship.