OUR SERVICES

Southern Financial Services works with clients to design, implement, and maintain a variety of Estate and Tax Planning Tools and Services including:

• Wills
• Durable Power of Attorney
• Health Care Power of Attorney
• Living Trust
• Life Insurance Trust
• Children's Trust
• Special Needs Trust
• Charitable Remainder Trust
• Qualified Personal Residence Trust
• Family Limited Partnerships
• Limited Liability Companies
• Self-Directed Real Estate IRA's
• Corporate Trustee Service
• Self-Directed IRA Consulting
• Educational Seminars on Self-Directed IRA's and Estate Planning
• Plan Administration and Record Keeping for Self-Directed IRA's
• Estate Settlement Services
• Preparation of Federal Estate Tax and State Inheritance Tax Returns
• Tax Preparation Services -Personal, Business, Estate, Fiduciary and Trust Tax Returns
• Annual Update Services- For an annual fee we cover changes, corrections, revisions and updates to your existing estate plan documents.