SG&F is pleased to offer our clients comprehensive and affordable estate planning when requested. Working with clients to understand the complex relationship between the transfer of property and Federal and State taxes imposed on such transfers, SG&F frequently utilizes Wills, Trusts, Insurance Planning, Gift Planning, Partnerships, Powers of Attorney, Living Wills and other techniques.
Many of our clients have the majority of their assets tied up in closely-held businesses. SG&F can assist you with the complex problems relating to the transfer of the business from one generation to the next, reduction of death taxes, liquidity for the payment of taxes to avoid sales of the business, financial protection of spouses and equalization among children, or maximizing the estate planning advantages in the transfer of the business to an Employee Stock Ownership Plan (ESOP).
Contact us to learn more about how we might be able to assist you with your estate planning needs.