Estate Conservation Strategies*

A well-designed estate plan is critical to help protect the assets you have spent a lifetime creating.

Our objective is to work with you and your advisors to help protect current and future wealth while minimizing estate taxes and related costs.

BGA Financial offers a variety of different estate planning strategies and services including:

 

  • Irrevocable Trust Estate Planning

  • Current Estate Plan Review

  • Estate Tax Reduction Strategies

  • Charitable Estate Funding

*Registered represenatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate.