AGH is a trusted estate planning partner that works closely with your attorneys and advisors to protect and maximize your assets. With 40 years of experience in this field, we’ll take the time to understand your needs and make sure that your hard work benefits the people and organizations that you wish.

Planning

AGH offers its clients a wealth of estates and trusts planning services, including:

  • Helping set estate planning goals for high net worth individuals
  • Reviewing wills, trusts and other documentation to discuss clients’ objectives and identify tax saving opportunities
  • Identifying charitable estate and trust options, such as private foundations and charitable trusts
  • Discussing life insurance options in estate plans
  • Developing gifting plans
  • Identifying opportunities for maximizing credit shelters
  • Advising on feasibility of family limited partnerships
  • Preparing estate, trust and gift tax returns

Meet Our Experts

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