Estate Planning

Leaving a Legacy

Estate planning is the single best way to distribute your assets while making sure you reflect your family's wishes and values.

  • Asset Preservation Strategies
  •  Accumulate, Conserve, and Enhance
  • Helps you accumulate and conserve assets during your lifetime
  • Assures your assets are distributed the way you want them to be
  • Protects your family's income and financial security
  • Avoids estate taxes or provides liquidity to pay them
  • Addresses your legal and financial concerns
  • Considers your changing needs and tax considerations
  • Takes advantage of existing laws and funding vehicles to manage your assets efficiently

Preparation

We review your personal and business assets, making sure they reflect the wants, needs, and wishes of you and your family. Then our team of independent specialists will explain all of your options and the steps that need to be completed to result in an estate plan that reflects the legacy you and your family want to leave.

For additional information or to speak with an insurance expert, please call 847 -454-0660 or email us at dean@klassmanfinancial.com

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Mission Statement

Make a positive impact on the lives and future generations of our clients and their families.


Value Statement

We believe that all we have has been entrusted to us. We are not only responsible for how we use our resources, but what our lives say as a reflection of our actions. Therefore, a vital part of the legacy we leave should include implementing and passing on principles of good
stewardship.