K&K Financial Group has the largest estate planning, wills and trusts law group in the state of California, with several attorneys who practice exclusively or primarily in this field. Our estate planning team counsels clients in the development and implementation of innovative, customized estate plans to preserve, protect and pass on their wealth. Throughout the process, we work diligently to minimize probate, estate, gift, income, and business taxes, and other administrative expenses.

The firm routinely follows each of its estate planning clients to ensure that all assets – including real estate, businesses, IRAs, qualified retirement plans, stock options, securities, annuities, and life insurance – are properly integrated into their estate plans. K&K also develops and implements plans for clients with special family concerns, such as second marriages or beneficiaries who are minors, have special needs, or are unable to manage assets in a responsible manner. On each project, K&K works closely with the executors, trustees, and beneficiaries of the estate. By educating these individuals on the complexities of administration and the duties – and personal liability – imposed on them by law, K&K helps ensure that estates are managed in an efficient and effective manner during and after their transfer.