For over three generations, Kaplan, Krauss & Levine, LLC has specialized in advising wealthy families and successful businesses to preserve, leverage and transfer their assets. We are nationally recognized as specialists in our industry preserving over a billion dollars for our clients. Our firm is well versed on the new and ever changing tax laws and new products which could benefit out clients.
Headquartered in Boca Raton, Florida, we are a boutique life insurance firm. We work closely with high net worth families and their advisors in the design and implementation of wealth transfer strategies, business succession planning and charitable planning. Life insurance is often a cornerstone for many of these plans. As independent advisors we represent highly rated insurance companies and can provide the most cost effective and tax effective contracts for our client. Furthermore, due to our reputation within the industry, we are able to obtain superior underwriting offers.
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