Estate Planning for a Lifetime®.

Estate Planning

Klapach & Klapach, P.C. provides a concierge estate planning and wealth preservation service to clients. We strive to develop long-term relationships with our clients in which we handle every aspect of their estate planning needs. Our services include preparing any necessary estate planning documents, funding trusts, changing legal title to assets, implementing wealth preservation strategies, facilitating charitable gifts, and coordinating with clients’ trusted advisors to accomplish the clients’ legal and financial goals. We are committed to helping clients protect their families from unnecessary exposure to taxes, probate, conservatorships, and the potential loss of government benefits, and to maximize the transfer of wealth to loved ones. Every estate plan is specifically tailored to address the unique financial and personal circumstances and objectives of each client. Klapach & Klapach, P.C. also reviews and updates estate plans to ensure that clients continue to protect their families and wealth, even as their families, businesses, and the law change. Our motto is: Estate Planning for a Lifetime┬«.


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