Estate Planning

According to Gallup News, less than 50% of Americans have a will. “Someday” is when most of us plan to get around to formalizing what we want to happen when we are gone. But “Someday” as Dr. Phillip C. McGraw (“Dr. Phil”) points out, is not a day. “Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, and Sunday are on my calendar. But Someday? No.”

We refer our clients to estate planning attorneys and carefully monitor the process.

Think about these questions…

Do you know what will happen to your business and your family when you die?

Do you have a succession plan for your family business? How will you pass the business on?

Do you know what will happen to them if you die intestate (i.e. without a will or trust)?


Let’s plan together.





Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and KL Wealth Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, NC, NJ, NM, PA, SC, and VA. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, KL Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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