Estate Planning
Neuman & Katz takes pride in helping people care for their families, loved ones, friends, and charitable interests through estate planning.
After carefully considering each of our client’s needs, we craft estate planning documents suited especially for them. Whether preparing simple Wills or complex trusts, we work hard to ensure that each of our clients have a document tailored for their needs. We prepare a durable power of attorney and an advance directive on healthcare (also known as a “living will”) for every client whose choices make those appropriate tools. We also provide a Halachic Will for any clients whose religious requirements deem such a document necessary.
We also focus our practice on estate and tax planning for high-net-worth families, individuals, and their closely-held companies. We are experienced in many tax-minimization and estate freeze techniques, such as descendants’ trusts, Intra-Familial Loans, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, sales to defective grantor trusts, and other planning techniques.
Please contact us at info@neumankatz.com.
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124 Slade Ave, Suite 110
Baltimore, MD, 21208
Phone: 1.443.814.9897
Email: info@neumankatz.com