Estate &
financial planning

Preserve and share the assets
you have worked hard to accumulate.

Are you adding people or capital assets?

Even early in your life and career, it is important to start thinking about how to protect your financial security and your family's future, including plans to save for retirement. Then, as you become closer to retirement age, you may want to not only ensure your family and children's well being, but perhaps also begin to transition some of the assets you have acquired along the way.

See how our estate & financial planning could help you.
Contact us to learn more.

Estate & financial planning

Consider who benefits

High-net-worth individuals and families, especially those with children

Owners of family-owned or closely held businesses

Philanthropists

Anyone who wants to plan for a comfortable, secure retirement

Consider the benefits

Build and preserve wealth

Plan for retirement well-being

Provide future financial security for family and/or business

Reduce potential financial risks to business and family assets

Control and ease transition of assets to next generation

Reduce estate taxes

How AGH's estate & financial planning service can help your organization

Estate and financial planning is appropriate for anyone who wants to preserve and build the assets they have worked hard to accumulate. An estate plan is essential if you want to control how your assets are distributed in the event of your death. Without one, the state you live in will make those decisions.

Any plan begins with a discussion of your goals and what you would like to achieve with your assets – whether that is passing your business to the next generation, putting your children through college, retiring in relative comfort or sharing your wealth with an organization you care deeply about. Our estate planning consultants then review your assets, develop tax-efficient strategies to meet your goals, and outline the plan for your approval and implementation.

Over your lifetime, as your goals, assets, life situation and interests change, your financial and estate plan will likely change as well. But even so, the most important step you can take is to create a long-term strategy for wealth building and preservation.

Do not wait to start your planning. Click to contact us.

Shawn Sullivan

Executive Vice President
Tax Services

Shawn serves as one of two primary leaders in the firm’s large tax group. He has extensive public and private experience in the fields of tax and accounting and works frequently with clients in the manufacturing, wholesale/retail distribution, real estate development and management, construction, and contractor industries. In addition to enhancing business performance to minimize tax consequences, he has experience in mergers and acquisitions and international tax and business structuring.

A certified public accountant, Shawn is a member of the American Institute of Certified Public Accountants, the Kansas Society of Certified Public Accountants (KSCPA) and chairs the KSCPA Committee on Taxation.