Galleon Flagship Estate Services
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Your legacy transcends money. It encompasses your values. Your wishes and dreams may include using your assets to help secure your family’s future or you may choose to support another cause close to your heart. This might be your favorite charity, your community or your place of worship.
Galleon Flagship Trust and Estate Services focus on important issues to help you establish an estate plan, develop your will, create a trust, consider life insurance needs, consider gifting and philanthropic activities, and learn more about tax exclusion. Together with your accountant and attorney, we help you prepare your estate, which includes evaluating current income and future income, annual expenses, current personal and/or business balance sheet, and tax implications of federal transfer taxes, state death taxes and federal income taxes
Galleon Flagship Trust and Estate Services
800-832-8514Ext — 1907Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
Galleon Flagship Estate Services
Your legacy transcends money. It encompasses your values. Your wishes and dreams may include using your assets to help secure your family’s future or you may choose to support another cause close to your heart. This might be your favorite charity, your community or your place of worship.
Galleon Flagship Trust and Estate Services focus on important issues to help you establish an estate plan, develop your will, create a trust, consider life insurance needs, consider gifting and philanthropic activities, and learn more about tax exclusion. Together with your accountant and attorney, we help you prepare your estate, which includes evaluating current income and future income, annual expenses, current personal and/or business balance sheet, and tax implications of federal transfer taxes, state death taxes and federal income taxes
Accounts
Galleon Flagship Trust and Estate Services
800-832-8514Ext — 1907Monday – Friday 8 a.m. to 8 p.m. Saturday 10 a.m. to 4 p.m. Eastern time |
Our Business Principles
We are guided by a set of values and principles that determine our course of action when dealing with clients and the public in general.
IRA margin accounts allow trading so the account can be fully invested as well as the ability to trade multiple currencies and multiple currency products, but are subject to the following limitations:
- No cash borrowing (i.e. cannot have a debit balance or short stocks).
- IRA accounts may be opened in any base currency, but when trading in a non-base currency product, a currency trade must be executed first as you cannot borrow currencies.
- Withdrawals are permitted only in USD.*
- No stock or option cross-margining.
- No currency borrowing.
- Futures trading in an IRA margin account is subject to substantially higher margin requirements than in a non-IRA margin account. Margin rates in an IRA margin account may meet or exceed three times the overnight futures margin requirement imposed in a non-IRA margin account.
Customers are advised to consult with their adviser and tax specialist for further details on IRA rules and regulations.
Residents of Canada may not open Individual Retirement Accounts.