About Our Company
Imagine the power to give what you have, to whom you want, when you want, in the way you want — and, at the same time, pay the least amount of court costs, attorney’s fees and estate taxes as possible
Kilbourn Associates can show you how
We specialize in a unique planning approach called “family wealth transition planning.”
As our clients make important life transitions, such as retiring, changing domicile to Florida, longevity and estate planning, etc., they benefit from knowing their objectives will be met today and in the future.
Many people believe estate planning is an expensive and time-consuming process. The truth: is the better prepared you are before you meet with your attorney, the less time and expense will be required. Our team provides an in-depth analysis of your situation and creates a plan that addresses all aspects of your life including retirement funding, taxes, giving, insurance and healthcare.
Years in the Business
The wisdom to help families safeguard wealth during major life transitions
The breadth of knowledge necessary to navigate in bear and bull markets
The talent to educate a variety of planners and audiences
Mike Kilbourn, CLU, ChFC, CCIM, AEP, MSFS, president of Kilbourn Associates, Naples, Florida, has over 40 years experience as a family wealth transfer planning specialist and holds over 20 professional designations.
Mike has been a frequent expert guest on several national financial network programs and has contributed or authored numerous books and articles on investment, estate and financial planning topics.
Mike is also the founder and chairman of the Wealth Protection Network®, a national network of estate planning professionals who work in concert to create and manage comprehensive estate plans.
A decorated veteran of Vietnam, Mike Kilbourn earned a Bachelor of Science in Mechanical Engineering, four Masters degrees, including a Master of Business Administration – cum laude – from Western Michigan University and a Master of Science in Financial Services from the American College. Mike is also a Fellow of the Esperti Peterson Institute, an Adjunct Professor of the Academy of Multidisciplinary Practice and a member of Beta Gamma Sigma Scholastic Honorary Fraternity.
Mike established his estate and wealth strategies practice in the early 1990s after an eighteen-year career in commercial real estate, syndication and real estate securities. Since he began his practice, he has earned the insurance industry’s prestigious “Top of the Table” award virtually every year.
“I would easily recommend Mike to anybody who has an interest or problem involving his expertise.”
“He really seems to truly care about your life and what you’re doing and how you are doing, which is certainly very different from the run of the mill.”
“I promised my wife that, when we turned 65, we would retire and move to Naples. The Florida Domicile Handbook helped me keep that promise…”
Our Clients Are Like Family
Mike and Mauri Kilbourn are trusted members of many wealthy families as their guidance and counsel has been instrumental during navigation of many major family moments. The Kilbourn’s understand it takes an investment in time to build strong relationships and value the privilege of being a faithful ally to hundreds. They celebrate these close relationships frequently with parties, dinners, and special events.
Kilbourn Associates has been providing estate planning and family wealth transfer services to clients around the United States for over 40 years. Mike Kilbourn is the author of several books on financial planning and the founder of the Wealth Protection Network, a collaborative client-focused collective of financial planning professionals.