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TRUST AND ESTATE ADMINISTRATION
Golden Gate Advisors, Inc. acts in a fiduciary capacity assisting beneficiaries and legal counsel with the day to day duties required to effectively administer a trust or estate. Our experience in estate planning, investment management, and real estate provides the professional expertise grantors and trustees can rely upon.
FAMOUS PEOPLE WHO DIED WITHOUT ADEQUATE ESTATE PLANNING:
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Walt Disney |
Marilyn Monroe |
Elvis Presley |
J.P. Morgan |
J.D. Rockefeller |
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Gross Estate |
$23,004,851 |
$819,176 |
$10,165,434 |
$17,121,482 |
$26,905,182 |
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Settlement Costs |
6,811,943 |
448,750 |
7,374,635 |
11,893,691 |
17,124,988 |
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Net Estate |
16,192,908 |
370,426 |
2,790,799 |
5,227,791 |
16,192,908 |
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Shrinkage |
30% |
55% |
73% |
69% |
64% |
Wealth Planning | Asset Management | Business Planning | Real Estate | Contact Golden Gate Advisors
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