Family Wealth Planning and Risk Reduction

  • Analysis of your current estate plan and concerns

  • Free consultation with your attorney

  • Providing guidance with the appropriate and neccessary steps in the event of the death of a loved one


Federal tax laws are complex and subject to change. Neither SagePoint Financial, Inc., nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.