Estate Planning

A carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your spouse; determine what should be left to children, grandchildren and beyond, and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor or trustee to invest and manage the assets of your estate. Our estate planning services include management, gifting, and death transfer tax, plus extensive services to balance tax exposure and protect non-traditional assets. We utilize multiple financial strategies and instruments to make the most of your estate.

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1099 Deadlines Coming Soon

Kathie Gedde & Leslie Hanson

January 17, 2018

If you file your own 1099s, please remember that the recipient copies need to be mailed by January 31st, and the Internal Revenue Service copies are now also due January 31st.  If we prepare...

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Phone: 541.388.7888 • Fax: 541.388.0739
Email: cpa@sgabend.com