Estate & Trust Planning

Estate and trust planning can be a monumental task. The process does not need to be grueling.

Over the decades, we’ve seen a multitude of situations, and every planning situation is different. At SGA, we work with clients to clearly define their estate planning goals and recommend appropriate options. With the amount of documentation estate plans contain, we coordinate paperwork needs every step of the way. Don’t go it alone – let us be your partner in estate planning.

Contact Dustin to start your estate and trust planning today. Get to know our entire team in the "Our Locations & Staff" pages.

Dustin Lobaugh, CPA  |  Email  |  LinkedIn

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