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ESTATE PLANNING
Important questions for you to consider:
Have your needs or circumstances changed since you set up a will or trust?
Have applicable government regulations changed?
Do you have a Second-to-Die Insurance Policy?
Do you know what to do with it considering the new estate tax environment?
Maybe now is a good time for you to review these important documents. We are showing our clients how to handle their wishes regardless of what they do with the estate laws.
Contact us for information or an appointment. Or call toll free at 866-862-1181.
Synergy Investment Group, LLC
130 Buckwheat Dr.
Gibsonia, PA 15044
724-615-9177
Securities and advisory services are offered through Synergy Investment Group, LLC.
Have you considered what will happen to your family, your accounts, your business, important medical decisions, or your long-term health care without correct and updated documents?
Synergy Investment Group, LLC works with leading estate planning attorneys in the Greater Pittsburgh area to design, implement, fund and/or manage planning for our clients. Contact us for a no-obligation consultation.
Revocable or Living Trusts
Irrevocable Trusts
Wills
Powers of Attorneys
Business Succession/Buy Outs
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Estate planning can give
you and your family
peace of mind.
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This page was last updated: October 31, 2011
