Estate planning takes into account tax considerations and transferring assets from asset owners to heirs.
There is a common misconception that estate planning only becomes important when an estate reaches a certain value, a point at which tax considerations come into play.
While taxes are a critical component of the estate planning process, a proper estate plan is much more than a collection of tax minimization strategies. Our experienced advisors specialize in providing a comprehensive review of your current estate plan and collaborating with your estate planning team to help you pass on your assets in a way that reflects your personal philosophy, goals, and values.
Our process-oriented approach to estate planning allows for the orderly administration and management of your estate while maximizing your estate’s value.
GLP Financial Group does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.
COMPREHENSIVE ESTATE PLANNING SERVICES
Asset titling, beneficiary designations, and powers of attorney.
Wills, trusts, and multigenerational planning.
Gifting strategies, and charitable planning.
Estate taxation strategies.
