Estate Planning

An important part of anyone's life is protecting the ones close to them. A solid estate plan is an essential piece of that protection strategy. Klausner & Company is experienced in helping clients navigate the complex estate planning environment. We firmly believe in the team approach to estate planning and work closely with our client's estate attorney to design a tax efficient strategy that fits. Typical estate planning concerns that Klausner & Company help clients with include:

  • Business succession planning

  • Trusts

  • Gifting strategies

  • Charitable giving

  • Managing state estate taxes

  • Long term care options

  • Life insurance

At Klausner & Company we help manage some of the uncertainty for our clients to give them piece of mind and the confidence that they have helped protect those close to them.

To learn more about how we can help you with your estate planning, please contact us.