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Klatzkin can help you establish the groundwork for a comprehensive estate plan to achieve your desired results. As your goals for the future change, we will work closely with you to insure that your estate plan continues to meet your needs and gives you peace of mind.

Our team of professionals will act as your facilitator to insure that your estate plan is implemented according to your financial goals. We will compile and evaluate your assets and liabilities and suggest innovative solutions to best plan how to pass these assets to future generations with minimum tax consequences. This allows you to direct how and to whom your property is distributed both during your lifetime and upon death.

Our team will:

  • Coordinate with Legal, Financial and Other Professionals to Maximize Personal Wealth
  • Coordinate Provisions of Wills, Trusts, Powers of Attorney and Medical Directives
  • Advise on Tax Elections to Minimize Estate and Income Taxes

For more information contact

Jeanmarie F. Moore

CPA, AEP, CSEP, PSA, CITP

Laura Weber-Carnevale

CPA, CSEP