Estate Planning

Regardless of your place in life, planning for the future is more important than ever. Today's complex tax laws require that an effective tax and estate plan is in place to maximize your future retirement income as well as the income of your heirs.

At SGA, we view Estate Planning as a team based activity. We work with attorneys and financial planners to assist in the development of the overall estate plan. Some of our services include:

• Retirement Income Planning
• Federal/State estate tax minimization
• Transfers of Assets and Gifting
• Trust planning and administration
• Estate and Trust Tax Return Preparation

With effective planning, and continued monitoring, together we can ensure that your future wishes and your current assets are preserved.

 

 

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