Wealth Management & Asset Protection

Bean, Kinney & Korman's wealth management team provides broad and comprehensive services to individuals, entrepreneurs, professionals, family corporations and partnerships.

Wealth management involves a careful marriage of your personal goals and the use of legal documents and precedures.  Our wealth management team will help you indentify the need for changes to your existing estate plan.  Bean, Kinney & Korman, P. C. will prepare documents that preserve as much flexibility as possible and still provide opportunity to tax planning.

Bean, Kinney & Korman, P. C.  maintains an estate litigation practice covering will and trust contests, trust administration, and the interpretation of will and trust documents.

When planning for business continuity, our wealth management team will review your limited liability company, partnership and shareholder agreements and coordinate those agreements with your estate plan.  A review of corporate agreements may include recommendatons to reorganize or creaste new business entities.  A buy-sell agreement, family limited partnership, limited liability company or a trust vehicle may be useful for you to consider.

 Our wealth management team provdes knowledgeable and responsive assistance in the transfer and administration of family assets to successive geneations and the protection of your assets.  Bean, Kinney & Korman's practice encompasses the legal prcedures to probate a decedent's estate and to assist in administering trusts.  In this capacity, we will advise fiduciaries on the tax elections available to conserve wealth on the transfer of assets to beneficiaries.  We can guide a fiduciary through the intricate requirements of becoming an executor or administrator and then addressing tax compliance, accounting, and probate matters.