GVM’s Wealth Preservation Team is dedicated to helping individuals and families pass their assets and investments from one generation to the next in a manner consistent with their desires and personal values.
Using the GAW SYSTEM™ estate trust management and planning services, our team assists clients with everything from basic estate planning to more complex and sophisticated strategies such as private foundations, Qualified Personal Residence Trusts, Charitable Lead and Remainder Trusts, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Spousal Lifetime Access Trusts, and Intentionally Defective Beneficiary Trusts. We are experts at minimizing tax consequences, costs, and ambiguity among beneficiaries.
And, when the time comes, our Wealth Preservation team will work to ensure that your estate is administered quickly and efficiently, and without incident. And, if a dispute over your estate does happen to arise, we will work tirelessly and efficiently to resolve any issues with the ultimate goal of ensuring that your wishes are carried out.