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The Facts About Income Tax Estate Management 101 Learn more about the benefits of Indexed Annuities.

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Senior Guardians of America

Welcome! 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.

Services Offered:

  • Estate Planning
  • Catastrophic Illness Planning
  • Insurance Services
  • Tax Reduction & Elimination Planning
  • Asset Protection Planning
  • Probate & Legal Issues
  • Financial Representative


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.







Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.