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.
REVIEWING YOUR ESTATE PLAN
- 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 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