Estate Planning

A carefully prepared estate plan will allow you to achieve many goals. Ensure the financial security of your spouse; determine what should be left to children, grandchildren and beyond, and how their inheritance should be handled if they are young; dispose of the family business; minimize the effects of taxes on your estate; empower a reliable executor or trustee to invest and manage the assets of your estate. Our estate planning services include management, gifting, and death transfer tax, plus extensive services to balance tax exposure and protect non-traditional assets. We utilize multiple financial strategies and instruments to make the most of your estate.

Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange

Business Client Assistance List >>

Memberships

Our Blog

Amber Yates, Nominee for Woman of the Year

February 20, 2017

Amber Yates, CPA and partner at SGA CPAs & Consultants, has been nominated for the Bend Chamber Woman of the Year award.  The award program is in its third year and celebrates women in...

Read More...

Go Mobile!

...and get what you need, when and where you need it!

Phone: 541.388.7888 • Fax: 541.388.0739
Email: cpa@sgabend.com