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.