Estate Planning

Many SPA clients aim not only to ensure their own financial security during their lifetime, but also to secure an estate for their beneficiaries. Your SPA Financial Professional can provide you with estate planning advice that aligns with your current financial plan.

In this time of uncertainty surrounding state and federal policies regarding estate tax issues, it is imperative that you have estate planning professionals on your team. With extensive experience in estate planning, SPA Financial Professionals aim to structure your estate plan to meet your particular needs. SPA's estate design services include, but are not limited to:
  • Estate Tax Reduction Strategies
  • Life Insurance Analysis
  • Qualified Plan Distribution Planning
  • Family Gifting Strategies
  • Charitable Planning

After working with you to design your estate plan, your SPA Financial Professional is available to work with your estate planning attorney to create the required documents, if you desire.