Seven services. One coordinated plan.

No. GIS coordinates with the professionals you already have — your attorney, your CPA, your existing advisor — rather than replacing them. The goal is to get those people working from the same plan, not to move your accounts.

Your attorney drafts documents. Your CPA handles taxes. GIS sits between them and makes sure the financial pieces — insurance, income, business succession — actually line up with what those documents say. It is coordination, not duplication.

Yes. The beneficiary designation on a retirement account or life insurance policy controls who inherits it, regardless of what your will says. An outdated form — one that still names an ex-spouse, for example — will be honored over the will. This is one of the most common and expensive gaps we find.

It is an arrangement where you make a gift to a charity and, in return, receive fixed payments for the rest of your life. Part of the gift may be tax-deductible, and it can reduce your taxable estate. It lets you support a cause and receive lifetime income at the same time.

There is no strict minimum. GIS has worked with estates ranging widely in size since 2009. What matters more than a number is complexity — a business exit, a blended family, or multiple advisors who have never coordinated are the situations where this work has the most value.

It is a private review of what you already have and where the pieces do not line up. No pitch and no product. You leave with a clearer picture of your own plan, whether or not you ever work with us.