We collaborate directly with clients and serve as their advocate, quarterbacking a network of professionals including attorneys, insurance agents and investment advisors. Together we determine goals and objectives and implement long-range financial strategies which may involve investments, education funding, gift and estate tax reduction, retirement planning, charitable giving and long-term care. With our guidance, clients reduce and defer current and future tax, maximizing available cash for future spending. We also represent our clients before the IRS and other federal and state agencies to work to achieve the most favorable outcome.
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries and favorite charities, provides security for your surviving spouse and children and can reduce or eliminate the tax due on the transfer of your business and other assets. Let the trusted advisors at LGA guide you through the ever changing and complex process of protecting your assets and preserving your legacy.