Overview
The GSG Solution
Our Services
Investment Management

Business Succession Planning

Retirement Planning
Income Tax Planning
Charitable Planning
Education Planning
Insurance Planning
Asset Protection Planning
Family Office Coordination
Our Process
 
Client Services/Estate Planning

We can help you develop and implement a custom and integrated estate plan that attempts to maximize your tax advantages while providing sufficient liquidity to cover estate taxes and settlement costs for your family. Even if you already have an estate plan, many events can trigger the need for a review or additional estate planning such as: the purchase or sale of a house and/or family business, marriage, divorce, the death of a spouse, beneficiary, trustee or executor, the birth of a child or grandchild, a significant change in your net worth (stock option vesting or inheritance), changes in financial objectives, and changes in the tax laws. Periodic reviews of your estate plan could prevent a major issue from developing in the future.

GSG is familiar with estate planning opportunities for affluent families. In addition to dealing with complicated issues associated with intergenerational planning, our firm has assisted with the implementation of estate planning strategies such as:

  Family Limited Partnerships
  Grantor-Retained Annuity Trusts
  Personal Residence Trusts
  Dynasty Trusts and other Generation-Skipping Transfers
  Irrevocable Life Insurance Trusts
  Charitable Remainder and Lead Trusts
  Private Family Charitable Foundations
  Private Annuities
  Asset Protection Trusts

With GSG, you and your family will enjoy an individually tailored estate plan based exclusively on your specific goals and objectives.

For more information on GSG Advisors' Estate Planning services please call us at 856-234-9595 x17 or email us at: contact@gsgadvisors.com