KLEIN & SMITH
REAL PLANNING
REAL RELATIONSHIPS
Have You Planned For Your Estate and The Future of Your Business?
KLEIN & SMITH
REAL
PLANNING
REAL
RELATIONSHIPS
Have You Planned For Your Estate and The Future of Your Business?
LEARN WHAT WE CAN DO FOR YOU
ESTATE PLANNING
“I want to leave my children enough that they feel they can do anything, but not so much that they do nothing.” Warren Buffett
BUSINESS SUCCESSION
Failing to Plan is a Plan for Failure
TRUST AND ESTATE ADMINISTRATION
Death is not the end. Your well designed plan needs to be put into action.
WHAT OUR CLIENTS HAVE TO SAY
“Easy to Understand and Taken Care of From Start to Finish.”
“Offerings, Timeliness, Customer Service, Quality. You are one of the most professional organizations I’ve ever encountered.”
WHAT OUR CLIENTS HAVE TO SAY
“Easy to Understand and Taken Care of From Start to Finish.”
“Offerings, Timeliness, Customer Service, Quality. You are one of the most professional organizations I’ve ever encountered.”
Below are articles that we hope you will find useful.
But I haven’t spoken to my parents in 20 years, a cautionary tale
But I haven't spoken to my parents in 20 years, a cautionary tale Updated: Sep 6 Bob was just 19 when he left home never to return. He put himself through college, went on to have a successful career [...]
Sorry, No one wants your parents’ stuff
Sorry, No one wants your parents' stuff. Updated: Sep 6 What else can you do to avoid finding yourself forlorn in your late parents’ home, broken up about the breakfront that’s going begging? Some suggestions: 1. Start mobilizing while your [...]
The Supplemental Needs Trust
The Supplemental Needs Trust Updated: Sep 6 We, at times, have clients with children or other loved ones that are receiving government benefits due to a disability. If those benefits are needs based, special planning is necessary to assist [...]