Estate Planning Services

Estate PlansStatland & Katz hopes you will take advantage of our  estate planning services. We can help you through the maze of knowing what to do to maximize your earnings, increase your retirement benefits, and preserve your holdings for future generations.
 

The coordination of wills, trusts, tax shelters, and investments with family and business objectives is a complex process. In one's personal and business pursuits, funds must be created, distributed, and sheltered from excess taxation throughout a lifetime.

 


Our role is to work closely to help you and other advisors to coordinate these efforts and protect all your essential, financial interests. We are able too to help evaluate your estate and develop a plan to perpetuate your financial worth for the benefit of your family.
 

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“I have repeatedly chosen Statland and Katz over other nationally recognized insurance companies for its ability to offer customized insurance products that meet our community’s needs. I’m proud – and very happy – that our association obtained earthquake coverage from Statland & Katz, at a nominal price. We did not need to call Statland & Katz for a claim  when our area was shaken by an earthquake in July of 2010– but our community felt better knowing we could have done so if needed.” - Terry M. Green President, Board of Directors, King Farm IV, II Rockville, Maryland

8811 Colesville Road, Suite Two,  Silver Spring, MD 20910  
1-800-281-0670 | Phone: (301) 587-6050 | Fax: (301) 587-8456 | E-mail:info@statlandkatz.com