JR KATZ is a multi-generational organization with a strong understanding of the values and ideals that play a role in wealth transfer planning for individuals, families and businesses.
Wealth transfer planning at JR KATZ begins by engaging you in critical dialogue about the intangible aspects of your situation - who you are, your definition of wealth, and the ideals you hope to pass on, both within your family and within your community.
With your distinct aspirations as our strategic framework, we act as your partner to help you – along with your advisory team – envision, implement and manage an insurance structure designed to intertwine your goals with dynamic, economically effective techniques to preserve, promote and help protect your wealth. Our experience can enhance your long-term perspective and help clarify important objectives.
Today’s complex income and estate tax laws have resulted in many creative techniques. At JR KATZ, we are committed to the highest standards of ethics. Our unbiased approach offers you a critical eye, helping you to distinguish between concepts that will create real value and those that should be avoided. We analyze a myriad of strategies to uncover potential pitfalls and projected benefits to bring viable opportunities to your attention.
JR KATZ goes beyond the numbers to help you bring the bigger picture into sharper focus, providing an independent viewpoint and a critical review of your current life insurance portfolio and its intended impact.
Contact us today to learn how JR KATZ can transform the way you view wealth transfer planning.