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Estate Planning

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, in concert with your attorney and accountant, will help make sure your estate plan matches your wishes and ensures your legacy.

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