Services

Estate Planning

At Global Financial Resources, LLC we can help you with the estate investment planning process and work closely with you and your tax and legal advisors to implement the estate planning strategies that make sense for your particular situation. We offer advice on a variety of Estate Planning Services:

  • Wills and Living Wills
  • Trusts
  • Probate Avoidance Planning
  • Family Limited Partnerships 
  • Limited Liability Corporations (LLC)
  • Powers of Attorney

Coordinated Capital Securities, Inc. and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by and attorney who specializes in estate planning and is licensed to practice law in your state.

Contact us today to see how we can help you with estate planning.