Our firm practices in many areas of estate planning. This site was designed to save you time and money by walking you through the basics of retirement, estate planning and the associated tax issues. Start with our Frequently Asked Questions (FAQs) to familiarize yourself with a few basic concepts of Estate and Retirement Planning. If you have a little more time, grab a cup of coffee and enjoy the various educational sections of our site.
We believe this information will be most helpful to you, as well as your loved ones, in understanding the various dimensions of estate planning. For more detailed information about your specific situation, please feel free to contact us. How to help determine life insurance needs to provide for your family after you pass away. Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk. Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
We believe this information will be most helpful to you, as well as your loved ones, in understanding the various dimensions of estate planning. For more detailed information about your specific situation, please feel free to contact us. How to help determine life insurance needs to provide for your family after you pass away. Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk. Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Services
At Senior Guardians of America, our commitment to our clients is based on the relationship we form with them, both professionally and personally.
We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth.
We are committed to educating and providing the most up to date information possible to help in making many of life's most difficult decisions regarding Estate Planning.
We focus on the big picture as well as life's many small, yet very important, details.
We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth.
We are committed to educating and providing the most up to date information possible to help in making many of life's most difficult decisions regarding Estate Planning.
We focus on the big picture as well as life's many small, yet very important, details.
John R. Crawford is a shareholder & attorney with Marks Gray, P.A. specializing in assisting clients with comprehensive lifetime financial planning; covering all aspects of managing and transferring personal financial resources using the strategic use of trusts, gifts, sales and wealth-transfer tools to maximize each client's financial planning goals and minimize the impact of income, gift and real estate taxes.
John has extensive experience in the complexities and challenges in areas of tax law affecting individuals, businesses, estates, trusts, and tax-exempt organizations.
John has extensive experience in the complexities and challenges in areas of tax law affecting individuals, businesses, estates, trusts, and tax-exempt organizations.
The job of a financial representative is one of the most rewarding in our economy.
If you're reading this article to learn about the day-to-day responsibilities and challenges that a financial representative will face, you've come to the right place.
If you ask 10 financial representatives what their most important tasks are, you might get 10 unique answers.
While some financial representatives focus on investments, others consider themselves to be more akin to a life coach.
In addition, many financial representatives work on the broad issues that a client may face and help that client or family address their financial situation in a holistic way, simply meaning looking at everything.
If you're reading this article to learn about the day-to-day responsibilities and challenges that a financial representative will face, you've come to the right place.
If you ask 10 financial representatives what their most important tasks are, you might get 10 unique answers.
While some financial representatives focus on investments, others consider themselves to be more akin to a life coach.
In addition, many financial representatives work on the broad issues that a client may face and help that client or family address their financial situation in a holistic way, simply meaning looking at everything.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn about the importance of having an estate strategy in this helpful and informative video.
Ready for retirement?
Find out why many are considering encore careers and push your boundaries into something more, here.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn about the importance of having an estate strategy in this helpful and informative video.
Ready for retirement?
Find out why many are considering encore careers and push your boundaries into something more, here.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The information provided is a courtesy.
When you link to any of these web sites provided herewith, you are leaving this site.
Center Street Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of our access to or your use of third-party technologies, sites, information and programs made available through this site.
When you access one of these sites, you are leaving the Senior Guardians of America website and assume total responsibility and risk for your use of these sites.
When you link to any of these web sites provided herewith, you are leaving this site.
Center Street Securities, Inc. makes no representation as to the completeness or accuracy of information provided at these sites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of our access to or your use of third-party technologies, sites, information and programs made available through this site.
When you access one of these sites, you are leaving the Senior Guardians of America website and assume total responsibility and risk for your use of these sites.
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