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Estate Planning

You want to take care of your family and leave a lasting legacy. But without an updated estate plan, you haven’t done the homework to address both no matter what happens. AGH Wealth Management’s professionals work diligently with you and your team of advisors to give you the confidence that you are leaving your legacy just the way you desire – including making sure your favorite charitable organizations are remembered, rather than letting the IRS get in line first. Some of the strategies we implement include:

  • Flexible estate plan design
  • Complicated generational giving
  • Sheltering lifetime exemptions
  • Zero estate tax planning
  • Proper titling of assets