Legacy Planning Service

When establishing your legacy plan, you want to work with a company that takes a holistic view of your needs. Some of what we offer includes:

• Estate planning assistance: An estate plan helps control the distribution of your assets. We will review your current plan or help you establish a new estate plan, which may include trusts, charitable bequeaths, and more. We customize your plan to fit your needs and goals.

• Wealth transfer strategies: We help develop strategies that aim to maximize the value of your estate, minimize tax liabilities, and distribute assets in accordance with your personal wishes.

• Charitable giving and philanthropic planning: We can help you develop strategies to support causes and organizations that align with your values and goals.

• Tax-efficient investment management: We understand the need to structure and manage your investments to minimize tax liabilities and maximize your returns.

At GDS Wealth Management, we understand the value of preserving your assets for those who come after you. We take the time to understand your goals and desires before helping you develop a legacy plan that works for you. We do this by working alongside you to accomplish the following:

• Preservation and management of wealth for future generations: We know the primary reason for legacy planning is ensuring that your heirs and beneficiaries can benefit from the wealth you are developing today.

• Minimization of estate taxes and other financial burdens: We know that reducing the tax burden for yourself and those whom you leave assets to is important, and we will work tirelessly to take full advantage of all legal methods available to reduce your tax burden as well as the burden your heirs may face.

• Support for philanthropic goals and causes: If you wish to bequeath funds to charitable causes, we will structure a plan that fulfills your philanthropic plan.

• Peace of mind and family harmony: We are here to make legacy planning a positive, life-affirming endeavor that leads to the preservation of your family values and your assets transferring efficiently and according to your wishes. When there is a plan in place for the future, you know that your family understands your wishes.

At GDS Wealth Management, we are committed to helping you make the right plan for your family and their future. We know there is no one-size-fits-all plan for everyone, so we work hard to customize a plan that fits your unique circumstances.

It is important for you to feel confident when working with wealth management consultants. We work hard to earn that trust and take particular care to ensure we listen to you. Here's what you can expect from us:

• Initial consultation and assessment of our client's goals and values: Before establishing any plan, we make sure we have a comprehensive understanding of your goals and values.

• Creation of customized legacy plans, including wills, trusts, and other estate planning tools: Not every legacy plan is identical because every person and family is different. Once we understand your goals, we will work with you to create a customized plan for your needs.

• Ongoing monitoring and reviews of the legacy plan: We know things change, and sometimes your plan may need to change. We provide ongoing reviews of your plan to ensure it meets your needs.

• Collaboration with legal and tax professionals for implementation: Tax laws change; legal landscapes change. The best way to stay informed about how these changes may impact your legacy planning is to collaborate with professionals.

Today is the day to confirm that your legacy plan aligns with your goals and wishes. Contact GDS Wealth Management today and set up a consultation with one of our financial planners to find out what a difference working with someone who cares about your goals can make.

Contact GDS Wealth Management today for a complimentary financial consultation by filling out our online contact form, or reach us by phone at 469-212-8072.