Trust And Estate Services
Preserve Your Wealth and Protect Your Legacy with Our Estate and Trust Services
At McGibbs Investment Consultants, we understand the importance of planning for the future and protecting our client’s assets for themselves and their loved ones. Our estate and trust services are designed to help clients preserve their wealth and plan to transfer assets to future generations while minimizing taxes and other financial risks.
Our experienced advisors offer various estate and trust services to meet our client’s unique needs and preferences. We guide a variety of estate planning techniques, including:
I. Estate Planning:
We help clients develop comprehensive estate plans that include wills, trusts, and other legal documents to ensure their assets are distributed according to their wishes. Our advisors work closely with clients to identify tax and other financial considerations that can impact estate planning, guiding strategies that can help minimize taxes and maximize the transfer of assets to future generations.
II. Trust Services:
We offer a range of trust services to help clients manage their assets and plan for the transfer of wealth to future generations. Our experienced advisors guide trust management, including selecting trustees and other key personnel, and assist clients in developing customized trust structures that meet their unique needs and objectives.
III. Trust Administration:
We provide comprehensive trust administration services, including investment management, reporting, and recordkeeping. Our experienced advisors work closely with trustees and beneficiaries to ensure that trusts are managed in accordance with the terms of the trust agreement and the beneficiaries’ needs.
IV. Charitable Trusts:
We offer guidance on charitable trusts, including charitable remainder trusts and charitable lead trusts. These trusts can help clients achieve their philanthropic goals while also providing tax benefits and potential income streams. Charitable trusts can also help clients support charitable causes while also providing financial benefits for themselves and their loved ones.
Our estate and trust services are tailored to our clients’ unique needs and preferences and designed to provide maximum financial benefits while minimizing taxes and other financial risks. Our experienced advisors work closely with clients to ensure that their estate and trust plans are customized to their unique needs and objectives and that they provide the maximum possible benefit to themselves and their loved ones.
At McGibbs Investment Consultants, we are committed to helping clients plan for the future and protect their assets for themselves and their loved ones. Contact us today to learn more about how our estate and trust services can help you achieve your long-term financial objectives and create a lasting legacy for future generations.
Ready to plan for the future and protect your assets for yourself and your loved ones?
Contact us now to schedule a consultation with one of our experienced estate and trust advisors and learn how our customized planning strategies and trust management services can help you achieve your long-term financial objectives.
How It Works & How We Do It
our estate and trust planning process begins with a comprehensive assessment of our clients’ financial circumstances, values, and long-term objectives. We work closely with clients to understand their unique needs and preferences, as well as any tax or legal considerations that may impact their estate and trust planning.
Based on the results of our assessment, we develop a customized estate and trust plan that is tailored to our clients’ unique needs and preferences. Our experienced advisors provide guidance on a range of estate planning techniques, including wills, trusts, and other legal documents that can help clients achieve their long-term objectives.
We also provide ongoing support and guidance to help clients implement and manage their estate and trust plans over time. We assist clients in selecting the trustees and other key personnel who will manage their assets and distribute them according to their wishes. We also provide guidance on tax planning, trust management, and other financial considerations that can impact estate and trust planning.
Our experienced advisors work closely with clients to ensure that their estate and trust plans are customized to their unique needs and objectives, and that they provide the maximum possible benefit to themselves and their loved ones. We also offer a range of trust administration services, including investment management, reporting, and record-keeping, to ensure that trusts are managed in accordance with the terms of the trust agreement and the needs of the beneficiaries.
At McGibbs Investment Consultants, we are dedicated to helping our clients plan for the future and protect their assets for themselves and their loved ones. Contact us today to learn more about how our estate and trust services can help you achieve your long-term financial objectives and create a lasting legacy for future generations.