When it comes to passing on money to loved ones, a number of factors come into play.
There are estate and probate fees. People can go to court and contest your final wishes. Sometimes, leaving a large lump sum of money to a loved one is the worst thing you can do for them.
At Klyne Insurance, I show all of my clients ways to make sure that inheritances are not contested, fees are kept to a bare minimum and even how you can still control your finances after you’ve passed away
"Mac is a very honest, friendly and approachable financial advisor. He
always has invested our money like it was his own."
Mary Lou and Pat Jordan
"Quite simply, Mac is a great guy all around. He is passionate about finance & because of that he always knows the latest of what's happening. When he doesn't have the answer to something, he works to find the answer & gets back to me as soon as possible. Great service all around."
"Mac is knowledgeable, personable with our best interests at heart. He monitors our portfolio and regularly makes recommendations that align with our investment goals. He has been the best financial adviser we have had over the years.”
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