Estate
Planning
Ensuring your legacy benefits those you cherish and causes close to your heart
Essential Elements of Estate Planning
GL Trust provides a comprehensive range of estate planning services tailored to fit each client’s unique situation. This suite of services is designed to integrate seamlessly with your overall financial plan, ensuring that all elements of your estate are managed according to your specific needs and goals.
Wills
Durable Powers of Attorney
Healthcare Powers of Attorney
Living Wills
Revocable Living Trusts
Irrevocable Trusts
Life Insurance Trusts
Charitable Trusts
Foundations
Special Needs Trust
Personalized Estate Strategies by Our Legal Team
We’re dedicated to the growth and protection of your assets, ensuring they support your family and cherished causes after you. Our Estate planning experts will devise a plan that safeguards your assets and secures your family’s future.
Helping You Achieve YourEstate Planning Objectives
Estate Planning: A Pillar of Financial Planning
We ensure your wishes are clearly articulated to your loved ones to prevent misunderstandings.
- Clear Communication
- Asset Availability
- Privacy and Probate
- Tax Minimization
Understanding Wills vs. Trusts
We ensure your wishes are clearly articulated to your loved ones to prevent misunderstandings.
- Clear Communication
- Asset Availability
- Privacy and Probate
- Tax Minimization
Safeguard Your Legacy
GL Trust Advisers collaborates closely with skilled CPAs and legal professionals, crafting bespoke estate planning solutions that align with your financial vision.