Estate Planning

  • Estate Taxes
  • Trust Suitability
  • Probate
  • Generation-Skipping Issues
  • Medical and Financial POA

Depending on its size, your estate could be subject to 35% in taxes.  By working closely with you and your attorney, we can help you implement effective estate planning strategies.  By planning well in advance, you can substantially reduce the tax burden on your estate.

AG Financial

Salt Lake City Branch:
2825 East Cottonwood Pkwy, Suite 500
Salt Lake City, UT 84121
P 801-990-3470
TF 866.990.3470
F 801.990.3469

Scottsdale Branch:
16427 N. Scottsdale Rd., Ste. 410
Scottsdale, AZ 85260
P 480.656.2850
(By Appointment Only)