KELLICK & Associates, Inc - services

By: Kellick And Associates  09-12-2011

Estate Planning

The estate planning process assists our clients in taking advantage of all available means to direct and protect the value they have created through years of hard work.  This process involves a thorough analysis of methods for the client to efficiently transfer assets and deliver benefits to intended recipients while avoiding unnecessary taxes and complications.  These issues are particularly important prior to an organizational transition.  Financial & Estate Planning may include . . .   

      Estate Value Projections
      Trust Structuring
      Charitable and Family Gifting Strategies
      Asset Titling, Valuation & Protection
      Estate Liquidity Analysis
      Business Succession Planning
      Insurance Strategies and Analysis
      Tax Minimization PlanningCall us for more information.  828-894-0198

Other products and services from Kellick And Associates


KELLICK & Associates, Inc - strategicplanning

What do you want your business to look like in 1, 3 or 5 years?We assist our clients in mapping a success strategy for today and tomorrow. In today's volatile market a sound strategy and implementation plan are vital. Are you positioned to capitalize on those opportunities. Strategic Planning How do you increase profitability. Do you have the core competencies to do so. What are your best growth opportunities.


KELLICK & Associates, Inc - businessdevelopment

Kellick & Associates assists businesses in analyzing current performance, identifying and evaluating growth opportunities and implementing advantageous business structures and systems to facilitate growth. What capital structure and corporate structure best serves your business and business objectives. What?s the best way to position your business for continued growth. What are the growth prospects for the marketyou serve.


KELLICK & Associates, Inc - training

This training program answers critical questions and develops essential cross-cultural communication skills. Proactive Leadership is a management and supervisory development program for the building supply industry. For Sales and Management or for Purchasing Agents, this program will enhance existing negotiating skills. Customized content and delivery methods make this a very effective tool for growing your team.