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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:

 

Walt Disney

Marilyn Monroe

Elvis Presley

J.P. Morgan

J.D. Rockefeller

Gross Estate

$23,004,851

$819,176

$10,165,434

$17,121,482

$26,905,182

Settlement Costs

6,811,943

448,750

7,374,635

11,893,691

17,124,988

Net Estate

16,192,908

370,426

2,790,799

5,227,791

16,192,908

Shrinkage

30%

55%

73%

69%

64%

 

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© Golden Gate Advisors, Inc. 2012