At Kennedy Wealth Management, we utilize all options and products in the right way. We strive to ensure that your funds are protected from taxes and costly fees, allowing you and your family to enjoy more of these investments. Highly knowledgeable about all aspects of financial planning, our advising team can help you navigate the muddy waters of retirement and estate planning, keeping, protecting and passing along more of your assets to your loved ones while limiting your debt and tax liabilities.

IRA Legacy Planning

As another piece of the estate planning puzzle, IRA legacy planning allows you to protect your IRA when passing it along to beneficiaries after your death. IRA accounts have quickly become one of the most significant types of assets bequeathed, meaning that they are unfortunately vulnerable to income and estate taxes, taking more than 75 percent of the account before your family sees any of those funds.

By guiding you towards choosing and structuring your IRA account, we can help you provide your heirs with a reliable source of income while leaving the bulk of your IRA invested, growing under a tax-deferred plan. Proven to protect your assets from excessive fees and taxes, this tactic often yields more money paid out to your beneficiary over their lifetime.


There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous means to transfer your assets in the future. Most trusts also provide current benefits, such as tax deferral and deductions. Unlike a will, a trust will avoid probate upon your death. To learn more about trusts and how they may benefit you, please consult a qualified estate planning attorney who specializes in these matters.

Estate Planning

A comprehensive estate plan is meant to protect all the assets you’ve worked so hard to obtain and ensure that your wishes for property disbursement are carried out to your specifications. While simple in concept, a comprehensive estate plan goes far beyond the drafting of a will or living trust. As your trusted financial planners, we utilize the most sensible financial implementation processes and protections to protect your hard-earned bottom line.

Our goal is to help you plan for and protect your family’s financial future. In order to do so, we implement proven strategies to ensure that your assets are passed along to your chosen recipients in the manner of your choosing. Whether your beneficiaries include your spouse, children, grandchildren, other individuals or charities, our firm creates a plan that ensures your wishes are handled with attention, professionalism, and discretion.

Acting as your friend and partner, guiding you towards sensible, financially-beneficial investments and estate-protection plans, the Kennedy Wealth Management team of financial advisors hold your goals and wishes as our highest priorities. Don’t just assume that your drafted will is enough to ensure the fair distribution of your wealth and assets; let us help you create a legally-solid plan for you and your family. Contact our office now to schedule your confidential consultation.

Charitable Gifting

Creating a charitable gift giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and no estate taxes on the charitable contribution upon your death. With the increasing tax environment we expect in the U.S. in coming years, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

Contact Kennedy Wealth Management

If you are interested in learning more about our services and how we can help you, contact our team today. We look forward to working with you.