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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.”

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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 [...]

November 18th, 2019|0 Comments