Estate planning is more than completing a living will and filing documents with your attorney. It’s ensuring that the legacy you’ve created helps the people and organizations closest to you reach their dreams even after you’re gone.
A thoughtful estate plan lets you pass on your assets the way you want, maximizing the financial benefit to your heirs and providing comfort during a difficult time in their lives. The GB Group has the expertise to make sure your estate plan is working in sync with your larger wealth management plans by helping you:
- Give directly to people and causes that mean the most to you
- Designate someone to make decisions on your behalf in the event you can’t do so yourself
- Maximize your gifts’ benefit and tax efficiency
- Establish trusts without sacrificing flexibility if your circumstances change
- Set up charitable and family foundations
- Ensure that as your life changes, your estate plan stays up-to-date
The GB Group can help make sure your estate plan matches your wishes and ensures your legacy.