The Sandberg Phoenix Wealth Planning team excels in the handling of special needs planning, including Medicaid and Social Security issues for disabled family members, helping to ensure their financial well-being throughout their lives.
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About Sandberg Phoenix
The Sandberg Phoenix Wealth Planning team understands the importance and responsibility of planning for individuals and families.
Sandberg Phoenix offers customized and comprehensive services, including:
- Wealth planning
- Preparation of estate plans
- Financial and health care powers of attorney
- Wills and revocable trusts
Clients have relied on Sandberg Phoenix to guide them through complex matters such as insurance trusts, charitable planning, establishment of foundations and charitable remainder trusts, and lifetime gift planning, as well as other important matters such as the distribution of the estate and trust assets.
The Sandberg Phoenix Wealth Planning team excels in the handling of special needs planning, including Medicaid and Social Security issues for disabled family members, helping to ensure their financial well-being throughout their lives.
The firm’s expertise also includes the preparation of prenuptial and postnuptial agreements, estate gift and fiduciary tax returns, and deferred compensation agreements.
In addition to creating documents, Sandberg Phoenix can make changes to existing documents in order to accommodate updated regulations or inaccuracies.
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