Services | Estate Planning

GF&R provides added value to our business clients by synchronizing their estate planning with their tax and business planning. With this unique ability, we can provide one-stop shopping for all your financial needs, taking your from business start-up through growth, retirement, and your final distribution of assets.

Get started: When it comes to estate planning, procrastination can have dire consequences for your loved ones. After all, depending on your circumstances, nearly half your life savings may be subject to federal estate taxes. In addition, without proper clarity, your assets may not be distributed as you intended. The important thing to do is start the conversation.

Make a plan: Making decisions about how your assets are distributed after your death is difficult for anyone—but it’s particularly hard for business owners. Every decision you make can affect your family and the business you devoted your life to. At GF&R, we take the time to listen and understand your intentions regarding estate planning. Then, we call on our deep experience in this complicated area to help you:

• Understand your options and clarify your goals.
• Design strategies to minimize estate taxes.
• Ensure your assets are distributed as you wish.

Ongoing process: Estate planning is an ongoing process that you should revisit as your life—and tax laws—change. We’re here for you every step of the way.