Estate Planning

Estate planning encompasses more than just minimizing estate taxes and having a will. Successful estate planning ensures your wealth is passed on to the people and in the manner you choose. It ensures your minor children are cared for after your death and someone you trust will make life or death decisions on your behalf if you are not able to. Estate planning is critical for all clients whether just starting a family or on the verge of retirement. With an attorney on staff, SG Financial can review your current wills, trusts, powers of attorneys and other relevant documents and work with your other advisors to have a coordinated plan in place. We can also help navigate the steps needed with major life changes such as marriage, children, divorce or the death of a loved one.