Your legacy transcends money — it also encompasses your values. A plan is an important part of your ongoing financial goals. Designing a legacy that is consistent with your vision and values is a personal and complex process. To start the process, we suggest setting up a family estate planning meeting to help improve smooth communication, prevent conflicts, and let your family know what’s important to you.

Contrary to what many people think, you don’t need to be a millionaire to have an estate plan. An estate plan is an important part of any ongoing financial planning process. It’s never too early to begin thinking about your legacy or to design your estate plan. Talk to us to learn more.

Global Advisers Trust & Estate Services

Interested in our services? Speak with a certified 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

Galleon 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.