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Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive Retirement Plan.
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you’ll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you’ll need to use more sophisticated techniques in your estate plan, such as a trust.
Global Financial Trust
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Your Retirement Specialist
Global Financial Trust
welcomes you to our Web Site. Our goal is to provide the viewer with a basic understanding of some subjects we specialize in. We offer high quality insurance and financial products and services to the individual and business marketplace. It is our commitment and desire to establish trust and a long lasting relationship with our clients.
At Global Financial Trust we look for the highest yields available to help our clients meet their retirement needs. We research the institutions and their products to make sure they are financially sound. Because we are an independent and an extremely diversified financial planning firm, we are not limited to any one organization and/or product thus allowing us to tailor our client's retirement investments to accommodate their individual wants and needs. Very simply, we are a financial planning firm whose loyalty is always with our client's best interests and not with any one institution.
With over 70 years of combined experience, Global Financial Trust is uniquely poised to service your safe, secure, guaranteed and insured retirement investment needs. With greater returns and a higher level of personal service, we invite you to give Global Financial Trust the opportunity to be your financial planner.
Phone: (616) 956-9900