estate planning
synergy insurance group pittsburgh
hsa

avoid the pension trap

Have you considered what will happen to your family… accounts, business, medical decisions, Long Term Care without correct and updated documents?

Provided by Synergy Investment Group, LLC

Synergy-Pittsburgh works with leading estate planning attorneys in the Greater Pittsburgh area to help design, implement, fund and/or manage:

Revocable or Living Trusts
Irrevocable Trusts
Wills
Powers of Attorneys
Business Succession/Buy Outs

Have your needs, or the Government's needs changed since you set up a Trust? Maybe now is a good time to review.

Do you have a Second to Die Insurance Policy and think about what to do with it considering the new estate tax environment?

We are showing our clients how to handle their wishes regardless or what they do with the estate laws.

Contact Us for more details.


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Estate Planning
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