Galleon Flagship Estate Account

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

Estate Planning

Your legacy transcends money — it also 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, to name a few.