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.
Mike Kilbourn, CLU, ChFC, CCIM, AEP, MSFS, president of Kilbourn Associates, Naples, Florida, has over 30 years experience as a family wealth transfer planning specialist and holds over 20 professional designations.
Mike is also the founder and chairman of the Wealth Protection Network®, a national network of estate planning professionals that 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.
PROFESSIONAL EXPERIENCE
25+ years in the Financial Services Industry
CEO, Kilbourn Associates, specializing in estate planning and insurance since 1991
Founder and Chairman, Wealth Protection Network, Inc. since 1995
Owned and operated Kilbourn & Associates, Inc., a commercial real estate investment firm, 1978-90
Faculty, The Esperti Peterson Institute, Sarasota, FL, since 1999
Taught courses at three Michigan Universities on investment-related topics from 1974 to 1988
“Instructor of the Year,” Real Estate Alumni of Michigan, University of Michigan, 1988
Author of five books and numerous articles on Estate Planning, Retirement, and Real Estate Investments
The Florida Domicile Handbook – Vital Information for New Florida Residents is Mike’s newest book.
Former Host of “Keeping It All In the Family,” a live TV program on advanced estate planning issues
PRIMARY SERVICES
Educating clients to help them understand their planning options.
Assisting clients in the design of various family wealth transfer planning strategies, including the possible use of insurance solutions, where applicable.
Shopping to various highly rated insurance carriers to obtain the optimal insurance coverage at the best price.
Coordinating with other planning professionals, such as attorneys, CPAs, money managers, trust officers and philanthropic officers, in the design and implementation of optimal estate plans.
Follow-up after completion of plan.
MISSION
To find challenge, enjoyment and profit by serving the best interest of my clients and by exceeding their expectations while helping them identify and implement their financial and estate planning goals.
PHILOSOPHY
“Satisfied clients are the lifeblood of my business and satisfaction comes from service. Thus, my clients and colleagues can always depend on me to finish what I start and to do what I say I’m going to do.
“I will only recommend that course of action which I would apply to myself in the same situation.”
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