Galleon Flagship Estate Services

TRUST, ESTATE & CHARITABLE
It’s never too early to begin thinking about your legacy or to shape your estate plan. Estate Planning is not only for the wealthy. An estate plan is an imperative part of any ongoing financial planning process.

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

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1907


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Appointment

Make an appointment

Galleon Flagship Estate Services

It’s never too early to begin thinking about your legacy or to shape your estate plan. Estate Planning is not only for the wealthy. An estate plan is an imperative part of any ongoing financial planning process.

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

Interested in our services? Speak with a financial professional.

800-832-8514


Ext — 1907


Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Appointment

Make an appointment

US citizens living anywhere in the world and US resident aliens may open cash or margin Individual Retirement Accounts (IRAs).

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.