Comprehensive Estate Planning to Protect Your Legacy

We help individuals and families preserve wealth, minimize tax exposure, and ensure a smooth transition of assets across generations with personalized, legally sound strategies.

• Wills & Trust (with Legal Counsel):
  We help clients understand wills, revocable and irrevocable trusts, and charitable trusts, working with attorneys to implement these strategies.

• Tax-Efficient Transfer Strategies:
  We offer guidance on minimizing estate, gift, and GST taxes, recommending clients consult legal and tax advisors to finalize plans.

• Business Succession Planning:
  We advise on ownership transitions to maintain financial continuity, with legal execution handled by qualified attorneys.

• Cross-Border Wealth Transfer:
  We assist global families with the financial aspects of wealth transfer and collaborate with legal experts to ensure compliance.

• Healthcare Directives & Power of Attorney:
  We explain the importance of directives and POAs and refer clients to legal professionals for drafting and execution.

• Ongoing Plan Review & Adjustments:
  

• We provide regular financial reviews and coordinate with legal and tax professionals to keep plans current and aligned with changing needs.

Disclaimer:
GSME Wealth Management does not provide legal or tax advice. All estate planning strategies should be reviewed and implemented in consultation with qualified attorneys and tax professionals. Our role is to provide financial guidance and coordination as part of a broader planning and wealth management process.