Estate Planning for Individuals, Families, Domestic Partnerships and Professionals

There is no time like the present to protect your assets. Assets are anything you own, from vehicles to a house to life insurance. Insufficient planning can result in circumstances where estate planning choices are made for you, such as the transfer of assets to your children instead of your spouse. In addition, your estate may be subject to estate taxes that could be deferred or avoided with proper estate planning. As a parent, selection of a legal guardian for your children is very important. If you do not have a Will that designates a trust relative or friend to be your children’s legal guardian, a court will appoint a guardian for your children.

The manner in which your assets are currently titled, jointly or solely, and whether each asset has a designated beneficiary, may affect your ability to transfer the assets to your loved ones as you intend. In addition, asset titling may affect your ability to defer or avoid estate tax. It is important for you to have a proper estate plan that coordinates all of your assets in order to meet your objectives.  The SGS Estates and Trust Group offers uniquely tailored documents aimed at providing our clients with comfort, knowing that all difficult decisions have been made and their heirs are protected.

  • Wills including Estate and Gift Tax Planning and Charitable Gifting
    • Revocable Living Trust
    • Irrevocable Trusts
    • Charitable Trusts
    • Trusts for Minors and Disabled Persons Trusts

  • Powers of Attorney
    • Financial Powers of Attorney
    • Health Care Powers of Attorney
    • For yourself and spouse/partner
    • For minor children traveling with other adults or staying with relative while their parents travel
    • For college students living away from home

  • Advance Directives (Living Wills)
  • Prenuptial and Postnuptial Agreements
  • Estate and Gift Tax planning
  • Business Succession Planning
  • Asset Protection
  • Retirement Planning