Estate Planning

Greenwich Financial Management offers extensive estate planning services. These include:

• Working closely with your attorney and/or accountant concerning investments
• Advising on retirement plans
• Advising on investment aspects of charitable donations and charitable trusts
• Counseling on personal insurance, including life insurance (term, whole life and universal life), disability and long-term care
• Advising on annuities
• Advising on investment aspects of inter vivos and testamentary trusts, as a means to bypass estate tax system/probate
• Designing wealth preservation and hedging plans
• More general investment advice, including asset allocation, market timing, security selection