Expert Services to Grow and Protect Your Wealth

Start here to begin your estate planning and wealth growth journey

Estate Planning Design

Risk Management Planning

Life Insurance Audit


Estate Planning is for Everyone, Regardless of Age and Economic Status

Without it, your wishes regarding asset and property distribution after your death may not occur.  Plus, with proper estate planning, you can protect your spouse and heirs with provisions that take into account your long-term health care needs and any liabilities or tax obligations. 

Because there are many important family issues and tax matters that must be addressed during estate planning, you need an ally who can help you navigate through the process and guide your team of advisors in the right direction so that your estate plan is a living plan that effectively carries out your wishes now and into the future.

Let Kilbourn Associates be your guide.

Mike Kilbourn, CLU, ChFC, CCIM, AEP, MSFS, president of Kilbourn Associates, has over 40 years experience as a family wealth transfer planning specialist and holds over 20 professional designations. Under his thoughtful guidance, you and your family will discover options to protect and grow what took you a lifetime to earn. 

Estate Planning Services

  • Revocable Living Trust
  • Durable Power of Attorney
  • Living Will
  • Health Care Surrogate
  • HIPAA Document

Risk Management Planning

  • Life Insurance
  • Asset Protection
  • Disability Insurance
  • Long-Term Care Insurance
  • Deferred and Immediate Annuities

Life Insurance Audit

  • Better guarantees than on an existing insurance policy
  • Lower premium for the same or greater coverage
  • Larger death benefit for the same premium
  • New policy conversion strategies with tax-free access for long-term care
  • Life settlement policy options that could get you more than the current cash value of your policy.

Retirement Audit

  • Are you going to outlive your money?
  • Can you live the lifestyle you want to live in retirement?
  • Will you be able to manage increasing healthcare costs?
  • Can you share your money with your loved ones while you are alive?
  • Will you have financial assets remaining to leave to your loved ones?

Longevity Planning

  • Long-Term Care Insurance
  • Longevity Insurance
  • Dynasty Trusts
  • Health Care Resources
  • Life Settlements

Florida Domicile Planning

  • Steps to Prove Intent
  • Tax Planning
  • Homestead Exemption
  • Informations Sources
  • Resources

Contact Us

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.

(239) 261-1888

3033 Riviera Drive, Suite 103, Naples, FL 34103

M-F: 9am-5pm, S-S: Closed

Share This