Tax & Estate Planning Services

As a Wealth Management client, you can take advantage of our complimentary Estate Planning Checkup and Investment Portfolio Review. We believe a carefully crafted estate plan should be part of every client’s financial plan. Our in-house tax and estate attorney is available to provide impartial feedback and recommendations as you plan for major events during your lifetime and afterward. 

  • After a major life event 
  • As there are changes in the economy and tax code 
  • After a change in marital status 
  • If a family member has become ill, incapacitated, or passes away 

Contact us at 305.858.6666 to schedule your Complimentary Estate Planning Checkup and Investment Portfolio Review.

Clients of Grove Bank & Trust and their affiliates should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. 

Investment Products: Not FDIC Insured | May Lose Value | No Bank Guarantee | Not a Deposit | Not Insured By Any Federal Government Entity