Estate Planning

Estate Planning and Philanthropy

When considering your accumulated wealth, you want solutions to maximize a legacy for your family and the causes you are passionate about. Through a variety of techniques in advanced estate planning and philanthropy, we can help minimize taxes on your estate and create a legacy for generations.

Creating a Customized Estate Plan.

GC Asset Management will talk with you about what you want to accomplish with your estate planning, focusing on your personal feelings toward lifestyle, philanthropy and providing for your family. This careful conversation forms the basis of diligent analysis and ultimately a customized financial road-map.

Working with you and your other experts, we will explore implementing a customized strategy of estate planning and philanthropy through such options as trust mechanisms and family foundations, making every effort to minimize risk and maximize tax-efficiency. Through our breadth of experience, GC Asset Management is well positioned to provide continuity and oversight to ensure your wishes are looked after.

Using Advanced Estate Strategies.

Tax-efficient estate planning requires a clear knowledge and application of advanced tools ensuring they work together now and through the years ahead. GC Asset Management can help you understand the full range of strategies to address your complex needs.

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        • Revocable Living Trust
        • Credit Shelter Trust
        • Charitable Remainder Trust
        • Charitable Lead Trust
        • Gift Trust
        • Family Foundation
        • Family Limited Partnership
        • Grantor-Retained Annuity Trust

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Additional Planning Factors

Comprehensive estate planning considers many additional factors beyond estate tax planning strategies. Wills, health care directives, durable powers of attorney and business succession planning should be in place as you develop a comprehensive financial and tax strategy. As with most things, planning early is better.

Philanthropic Interests

If you want to include philanthropy as a component of your wealth plan, GC Asset Management can explain many options for philanthropy, and illustrate the effects of various giving techniques.

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        • Direct Giving
        • Charitable Foundation
        • Charitable Remainder Trust
        • Donor Advised Fund
        • Pooled Income Fund

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Working with GC Asset Management and your other experts we can generate customized scenarios demonstrating the wide range of estate planning tools at your disposal and their benefits to your particular situation. We can also prepare a customized analysis highlighting opportunities for minimizing estate and income taxes.