Business Transition
Estate Planning
How ready are you for what may happen next? By making preparations for the distribution of your inheritance, you may ensure the financial well-being of your loved ones and further the causes that are dear to you.
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Learn about our Estate Planning Solutions for Business
In order to ensure that your wishes regarding the distribution of your estate and assets are carried out after your passing, Galleon Wealth Management may assist you in drafting an estate plan. Your estate plan is tailored to your specific situation, preferences, and goals. This can:
Many people set up trusts to have someone else manage their wealth in the event of their incapacity. Because we know that establishing and administering a trust might be confusing, we’ll be there to help you through the process. We’ll lay out a number of potential outcomes and associated costs and benefits, allowing you to draw meaningful conclusions and make wiser decisions.
Professional trustees are available to clients of Galleon Wealth Management. You may put your faith in them and their years of expertise to manage and oversee a trust for you.
Believe secure in the knowledge that your future and that of your loved ones are secure. Your money can increase and be passed on to your heirs with less risk if you include life insurance in your estate plan.
Together with your financial adviser, you may leave a lasting impact on the lives of your loved ones and the causes you care about with a well-thought-out estate plan.
January 9, 2023
As we enter the new year, we want to share some best practices for investors regarding their IRA.
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