estate & trust planning

Establishing a Trust

Creating a lasting legacy should be a hassle-free process for you and your beneficiary. Let us help you protect and control your assets, even after your lifetime, by establishing a trust and helping you plan your estate. 
At Granite Bay Wealth Management, we’ll inform you about trusts that can provide your estate with certain tax benefits, and minimize costs and time delays of Probate.
We often take a team-based approach, pairing our knowledge of estate and trust planning with an attorney to come up with a proposal for your assets.
We’ll help you develop a trust that can transfer assets to desired individuals and organizations with the consideration of health care proxies, power of attorneys, guardians and more. 

Estate Planning

Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away. Granite Bay Wealth Management will help you understand your choices and connect you with the right professionals to ensure that your assets are protected, and your last wishes are met.

Please contact us if you have questions or would like to set up a meeting. 

Get in touch with a wealth management expert.