
CGA is here to serve you.
In these difficult times, our first, last and foremost thought is the safety and well-being of our clients, our employees, and all of our families. In such times of uncertainty, all of us desire the reassurance of knowing that essential estate planning documents are in place to provide for and protect our loved ones. At CGA, our goal is to assure our clients that they have the strong and updated estate documents they need, provided in a manner that protects the safety of our clients, our employees, and our nation.
To that end, CGA has taken steps to comply with Governor Wolf’s order by closing our physical office and practicing social distancing protocol. However, we remain ready and able to serve you with your estate planning needs. Our attorneys and staff are able and equipped to work remotely from their homes, and regularly connect with clients both on-line and via telephone to provide physical documents to those who need them, to update clients’ outdated documents as desired, and to advise and assist with new estate planning documents as required.
Our estate attorneys can provide you with needed counsel to plan and prepare wills, trusts, powers of attorneys, and health care documents to meet your needs. We can prepare documents remotely and provide them to you electronically or by other means. We are in constant communication with local and state government offices to assure that we can meet emergency needs, and take advantage of the most recent guidance, for the safety and benefit of you and those you love.
The current emergency continues to evolve, and CGA’s planning strategy is also updated constantly, with the goal of providing you with the caring, professional, and SAFE service that you have come to expect from our firm, and that you deserve.
We remain on duty and only a phone call away. CGA is here to serve you, in these difficult times, now more than ever.
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Continue Reading A New Taxpayer Benefit from SECURE 2.0: Converting a 529 Plan to a Roth IRA