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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:
For more information on how you can properly structure your estate plan to ensure that your assets are distributed as intended, e-mail us at Financial@SCandH.com or call (410) 403-1512 | (800) 832-3008.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services including fee based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning services are offered through SC&H Financial Advisors. SC&H Financial Advisors is not affiliated with 1st Global Capital Corp.
We have individuals licensed in the states of AZ, CA, CT, DC, DE, FL, HI, MD, MN, NE, NV, NH, NJ, NY, NC, OH, PA, TX, and VA.
Maryland license number 496.
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