{"id":149,"date":"2017-08-17T14:06:58","date_gmt":"2017-08-17T14:06:58","guid":{"rendered":"http:\/\/gateway2025.wpengine.com\/wealth-management\/?page_id=149"},"modified":"2017-08-17T14:45:34","modified_gmt":"2017-08-17T14:45:34","slug":"estate-and-wealth-transfer-planning","status":"publish","type":"page","link":"https:\/\/gatewayadvisory.com\/wealth-management\/what-we-offer\/estate-and-wealth-transfer-planning\/","title":{"rendered":"Estate and Wealth Transfer Planning"},"content":{"rendered":"<p>We understand that securing your legacy and sharing your wealth are an important priority. Our services include:<\/p>\n<ul class=\"list\">\n<li>Review wills, proxies and beneficiary designations.<\/li>\n<li class=\"sub\">Annual gifting to.\n<ul>\n<li>Provide income for your heirs.<\/li>\n<li>Leverage annual exclusion allowance.<\/li>\n<li>Pay for medical or education expenses.<\/li>\n<\/ul>\n<\/li>\n<li>Business succession planning.<\/li>\n<li>Wealth transfer through trusts, annuities, life insurance.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>We understand that securing your legacy and sharing your wealth are an important priority. Our services include: Review wills, proxies and beneficiary designations. Annual gifting to. Provide income for your heirs. Leverage annual exclusion allowance. Pay for medical or education expenses. Business succession planning. Wealth transfer through trusts, annuities, life insurance.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":92,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-149","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate and Wealth Transfer Planning - Gateway Advisory | Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/gatewayadvisory.com\/wealth-management\/what-we-offer\/estate-and-wealth-transfer-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate and Wealth Transfer Planning - Gateway Advisory | Wealth Management\" \/>\n<meta property=\"og:description\" content=\"We understand that securing your legacy and sharing your wealth are an important priority. 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