Broker Check

Estate, Gift & Trust Planning

Estate, gift and trust planning is more than creating a will and dispersing your income. Integrated estate planning considers your goals and values and creates tax-efficient deployment of your assets during life and beyond.

Through our years of professional and personal experience, we know that as people age, their eyes start looking towards the horizon and focusing on what type of legacy they will leave behind. At GCG, our team will help you optimize how your assets will be distributed under a unified estate plan, based on current tax law. We will help you document your wishes to minimize the administrative burden of future generations and maximize the value entrusted to the people and causes you treasure.

Woodbury Financial Services, Inc. and its representatives do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.