Estate Planning Strategies

You spent your lifetime building an estate. Have you given adequate consideration as to how you would like to distribute your assets upon your death? Have you taken the necessary steps to ensure that your wishes will be fulfilled?

The goal of estate planning is, broadly, first, to make sure that your assets go to the right people, at the right time and in the right way, while minimizing transfer taxes; and second, to safeguard the cohesiveness of your family. Far too often we have seen families torn apart over arguments about money when they could have been avoided.

Your team at Klazmer Financial Group can assist you in clarifying your estate planning goals and develop strategies to help you achieve them. Through close consultation with your other advisors, we will help ensure that the legacy you wish to bequeath to your family and your community is the one that you actually leave.