"If you are serious about making quality connections in the Chicagoland area, you have undoubtedly heard of or come across Dean Klassman of Klassman Financial Associates. Dean is an expert in the fields of life and health insurance, employee benefits, and estate planning, offering prudent and trusted counsel to his clients. Additionally, he is a networker's networker. He operates from a place of integrity and conducts himself impeccably. He is courteous, empathetic, and a "pay-it-forward" specialist. Dean is a gentleman whose reputation truly precedes him. I consider it my good fortune to know him and a privilege to be counted among his colleagues and friends." J.D. Gershbein, Owner, Owlish Communications
Estate planning is the single best way to distribute your assets while making sure you reflect your family's wishes and values.
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
Effciency and profitability
Addresses your legal and financial concerns
Considers your changing needs and tax considerations
Takes advantage of existing laws and funding vehicles to help manage your assets efficiently during your lifetime.
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 steps that need to be completed, resulting in an estate plan that reflects the legacy you and your family want to leave.
