Estates & Trusts

  • Estate Planning
  • Estate & Trust Administration
  • Estate tax planning
  • Business Succession
  • Asset Protection
  • Charitable Gifting
  • Special Needs Trusts
  • Revocable and Irrevocable Trusts
  • Trusts for Minor Children
  • Guardianships
  • Medicaid Planning
  • Retirement Strategies

Early estate planning is critical to ensure your family’s peace of mind that all of your affairs are in order and your wishes will be carried out both in life and at death.  Careful planning by the SGS Estates and Trust Group will assist in the preservation and proper distribution of your estate to beneficiates of your choice upon your demise.  Every individual’s situation is different, which is why our group sits down with each client to understand that client’s specific needs and goals.  With such information, our group is able to prepare tailored estate plans that include Wills, Financial Powers of Attorney, Advance Medical Directives, and a variety of Trusts.  These uniquely tailored documents are aimed at providing our clients with comfort knowing that all difficult decisions have been made and their heirs are protected.

Proper estate planning can avoid the necessity of the probate process.  The passing of a loved one is a trying and emotional time.  Estate administration is a process riddled with detail and deadlines that can become overwhelming.  The SGS Estates and Trust Group can assist with every step of the process to bring an estate to a close in an efficient and responsible manner. The SGS Estates and Trust Group is also equipped to handle any litigation matters that may arise during the estate administration process.