And we do it all clearly and with purpose.
Estate Planning
The goals of the client are decided and arranged in advanced, while still living. The management and disposal of an estate or affairs during your life, and what happens to your estate after death. Discussion and decisions involve wills, trusts and powers of appointment. These plans will consider the gifting, estate, generation transfers and income tax that will apply to your loved ones and beneficiaries during the administration following a death.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
ABOUT US
Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.
CONTACT
Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA
Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state
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