Estate Planning

GWM ESPLSFL logo@3x

HELP ENSURE YOUR WEALTH LASTS FOR GENERATIONS TO COME

Estate planning aims to allow you to pass on your assets as you see fit and to help minimize the state and federal tax

 

PROTECTING YOUR ESTATE

Wills and trusts are crucial for ensuring your estate is distributed according to your wishes but require some formalities. Global Wealth Management has partnered with the Estate Planning Law Firm of South Florida to help handle your will and trust needs. Global Wealth Management clients are eligible for discounts when they use EPLFSF for their legacy and trust planning needs. Schedule your estate plan review with a Global Wealth Management advisor to learn more about these services.

estate icon 1@2x

CREATING NEWWILLS AND TRUSTS

estate icon 2@2x

UPDATING CURRENTWILLS AND TRUSTS

estate icon 3@2x

ADVANCED ESTATE & ASSET PROTECTION STRATEGIES