Legacy Planning

Let’s make sure that your legacy is passed on in the way you desire. From tangible to intangible assets, we’ll gladly work with your trusted legal professionals to coordinate your estate plan and tax plan into the legacy planning process.

• Wills
• POAs
• Living Will
• Health Care Proxy
• Trusts
• Estate Taxes
• Guardians for Minor Children
• Roth IRA for Children
• Legacy Roadmap
• Genesis Program
• Beneficiary Review
• Death Claim Assistance

*Services provided by a qualified estate planning attorney or Tax professional. SFG does not offer tax or legal advice.