Estate Planning

At Davie Kaplan, we know that effective estate planning means more than simply drafting a will; it’s about building a comprehensive plan that protects and nurtures our clients’ assets for – and through – future generations.

Our estate and trust planning experts work closely with each client to identify their objectives and design a personalized estate plan that conserves wealth while reducing their tax exposure. We are keenly focused on the many legislative changes that impact estate plans, and proactively recommend strategies that can preserve both current assets and future wealth accumulation.