Trusts & Estates

We strive to give you the peace of mind that comes with secure estate planning. Our team is committed to helping you build highly personalized estate plans and wealth transfer strategies. Good estate planning enables you to enjoy the benefits of success today, while providing for your loved ones in the future.

Sontag Advisory brings extensive knowledge and expertise to help you:

  • Transfer wealth to family and friends
  • Reduce the taxable estate
  • Protect assets from third-parties
  • Accomplish charitable commitments

As part of the estate plan, trusts and insurance policies may be used to preserve wealth and assure ongoing management of assets in case of client disability or death. We will work with your attorney to ensure your estate documents are up to date and aligned with your goals. These integral documents may include:

  • Last Will & Testament
  • Various Trust Documents
  • Living Will
  • Financial Power of Attorney
  • Health Power of Attorney