Estate Planning

You spend your lifetime building an estate.  At your death, your assets will be distributed in accordance with your wishes.  These assets should be passed down without unnecessary cost or delay.  An estate plan is the one way to guarantee that all of your wishes are adhered to in an effective and timely manner. 

The goal of estate planning is to organize and align your assets so that they go to the right people at the right time in the right  way, while minimizing both gift and estate taxes.  It is critically important to have a professionally-drafted plan in place.


Klazmer Financial Group will help you to clarify your estate planning goals and develop strategies to help you meet your objectives.  Through close consultation with trusted advisors and the appropriate family members, we work to ensure that the needs and desires of your family and charitable beneficiaries are protected and accomplished, giving you complete peace of mind.