Estate Planning Services

Throughout your working life, you focused on providing for your family by earning a comfortable living. Once you have built a portfolio of assets, your focus may shift to understanding the best strategies for transferring your assets to your family. You want to secure your legacy and ensure that assets are transferred in a tax efficient manner.

Proper estate planning allows you to control your assets while you are alive and distribute your assets to designated beneficiaries or charities after you die.

At SC&H Financial Advisors, Inc., we examine your individual situation to create a customized estate plan designed to deliver security and financial benefits to you and your family.

We focus on your estate planning goals and provide solutions to help reach those goals while attempting to minimize federal estate taxes. Our solutions address:

• Wealth Transfer and Tax Reduction
• Charitable Gifting
• Trust Services

For more information on how you can properly structure your estate plan to ensure that your assets are distributed as intended, contact us.

Contact Us: 800-832-3008
SC&H Online Contact Form

Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.

We have individuals licensed in the states of CA, CT, DC, DE, FL, GA, HI, KS, MD, MN, NV, NH, NY, NC, PA, SC, TX, and VA. Maryland license number 496.