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.