Discover Estate Planning at Global Advisers
Discover Estate Planning at Global Advisers
Our estate planning services provide a comprehensive approach to wealth management and asset distribution, ensuring that an individual’s financial legacy is preserved and passed on according to their wishes. Expert advisors specialize in crafting personalized plans that encompass wills, trusts, power of attorney, and healthcare directives, addressing not only the distribution of assets but also tax implications, guardianship arrangements, and philanthropic goals. By integrating estate planning into a broader financial strategy, these services offer peace of mind, securing a seamless transition of wealth across generations while minimizing potential legal hurdles and tax burdens for beneficiaries.
Where we add value
We assist clients with estate planning through a variety of services that help ensure their financial assets are managed and distributed according to their wishes, while also seeking to minimize tax liabilities and legal complications. Here are some key ways we contribute to estate planning:
- 1Customized Estate Planning Strategy: We develop personalized estate planning strategies that align with your financial goals, family needs, and legacy aspirations, ensuring a comprehensive approach to wealth transfer.
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Integration with Financial Planning: By integrating estate planning with overall financial planning, we ensure that your estate plans are consistent with your investment strategies, retirement plans, and risk tolerance.
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Trust Services: Our trust services help you establish various types of trusts to manage assets, protect wealth, and potentially reduce estate taxes, all while providing for your beneficiaries in a controlled manner.
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Tax Minimization Strategies: We provide guidance on how to structure assets and transfers to minimize the impact of estate, inheritance, and gift taxes, leveraging tax-efficient vehicles like certain types of trusts and charitable donations.
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Coordination with Legal Professionals: While we don’t offer legal advice directly, we work closely with estate attorneys to ensure that financial strategies are properly executed within legal documents, including wills, trusts, and powers of attorney.
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Succession Planning for Business Owners: For clients who own businesses, we can help with succession planning, ensuring a smooth transition of ownership and management that aligns with your estate planning goals.
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Education on Estate Planning Principles: We educate you and your family on key estate planning concepts, enabling you to make informed decisions about your estate plan and understand the implications of different strategies.
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Regular Reviews and Updates: We conduct regular reviews of your estate plans, suggesting updates as your financial situations, family dynamics, or tax laws change, ensuring the estate plan remains effective over time.
We play a crucial role in helping clients navigate the complex process of estate planning, aiming to secure their legacy and provide for their loved ones in the most efficient way possible.
Estate planning services encompass a range of offerings designed to help individuals manage and transfer their wealth efficiently. These services include:
Planning your financial legacy for a secure future.
Planning your financial legacy for a secure future.
We work closely with your attorney and tax professionals to help you complete these services. We advise on multiple guided paths for estate planning.
Advisor-Guided plans
Customized estate and trust planning strategy with comprehensive financial tools, guided by a dedicated estate planning advisor and your legal and tax experts.
Coordination
We work closely with estate attorneys to ensure that financial strategies are properly executed within legal documents, including wills, trusts, and powers of attorney.
