Estate Planning

Whether you are 83 or 33, Estate Planning is an important part of your financial future.

Estate planning is the process of gathering and arranging an estate to minimize tax liability while maximizing the goals of the estate owner. The various goals of estate planning include making sure the appropriate amounts of the estate passes to the estate owners intended beneficiaries. An estate plan will assist you in:

  • Preserving assets in the event of your incapacity during life
  • Appropriate distribution of your assets
  • Shielding the value of the estate from the costs associated with taxes, professional fees, and court costs
  • Fulfilling charitable objectives

With the proper planning, you can save your heirs time, money, and ensure your assets are dispersed according to your wishes.

A Klein Investment Services Financial Consultant can assist you and answer many of your Estate Planning questions. Contact us today.