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Estate planning is a core component to all strategies developed by Seeman Holtz. Estate planning affects all aspects of retirement planning for the following reasons…

Wealth Transfer

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Investment philosophies vary greatly among seniors. In fact, investment philosophies should, and often will change throughout the span of the retirement years…

Investment Guide

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The foundation of all estate planning should be a well thought out and sound chronic illness plan. Seeman Holtz understands through years of experience there is no greater emotional…

Illness Planning

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Seeman Holtz is dedicated to providing seniors with the most effective tax counseling strategies available. Most Seeman Holtz clients fall into two categories…

Tax Counseling

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