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You have devoted much of your life to showering the people closest to you with love and the material accouterments of your success. Now you want to ensure your family continues to be provided for in the manner to which they have become accustomed, as well as pass along the values you hold most dear. We are eminently qualified to provide that assurance, thanks to a rare combination of technical skill and personal insight gleaned from years of experience.
Susan Katzen is dedicated to maintaining the highest level of knowledge and expertise in Estate Planning through ongoing continuing education and frequent attendance at nationally recognized conferences. Her desire is not only to provide superior quality counsel to her clients, but to educate the public, enabling them to set expectations and make informed decisions throughout the process. Furthermore, her knowledge and experience have allowed her to provide training to some of the nation's most prestigious financial institutions.
It is our philosophy that every family is unique and, therefore, worthy of the utmost personal attention. During the initial interview, we will take the time to develop a thorough understanding of your individual requirements, goals, values and dreams. Then we will create a customized plan that ensures the best possible future for you and the ones you love, enabling you to do all, or just some, of the following: increase control over your affairs; assure the continuance of your lifestyle and protection of your assets; pass your values, responsibility and work ethic to your heirs; substantially reduce income, excise, gift, estate and generation-skipping taxes; manage the value of your business interests; keep your affairs free from publicity, and the costs and delay of probate.