With an estate plan in place, you are protecting yourself and your loved ones.
In addition to saving you and your heirs thousands of dollars and hours of anguish, a responsible estate plan will give you peace of mind that should you no longer be able to make decisions regarding your health or wellness, a plan is in place. The estate planning group provides compassionate and strategic advice ranging from basic planning to sophisticated design, drafting and implementation of complex wills and trusts, health proxies, family partnerships and family limited liability companies, and other personal planning techniques. SGD&R regularly represents clients in the administration of estates and trusts. The firm also has extensive expertise and experience in the formation and operation of various charitable entities, regardless of the size of the charity.