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  1. Planning for an Inheritance | Goldman Sachs

    A family discussion about values and goals, like funding education or philanthropy, can help you shape your objectives and guide …

  2. Trust and Estate Services | Goldman Sachs

    Partnering with the Goldman Sachs Trust Company means you’ll be able to rely on seasoned professionals to help carry out your …

  3. Estate Planning Basics - Marcus by Goldman Sachs®

    Oct 8, 2025 · Designating beneficiaries and preparing your will and powers of attorney are some of the key components of basic …

  4. Goldman Sachs Group Legacy Planning: 16 Essential Estate Tasks …

    Navigate the stages of retirement as a corporate employee with our expert guide. From planning to living, we've got you covered for …

  5. How to Add Beneficiaries & Fund a Trust at Marcus

    Jul 12, 2026 · Learn how to protect your Marcus accounts and other assets with trusts, beneficiary designations, and estate planning …

  6. Unlocking Estate Planning Strategies for Goldman Sachs Group …

    Mar 2, 2024 · Optimize your Goldman Sachs Group estate planning with Intentionally Defective Grantor Trusts (IDGTs). Learn how …

  7. Goldman Sachs Private Wealth Management Review (2026)

    Aug 1, 2026 · To help clients manage taxes more efficiently, Goldman Sachs offers many tax-focused account and planning tools, …

  8. Goldman Sachs / Marcus Estate & Death Notification Guide (2026)

    Feb 17, 2026 · Step-by-step guide to notifying Goldman Sachs and Marcus of a death. Estate department phone, required …

  9. Estate Planning Basics: Comprehensive Overview - FindLaw

    Jun 6, 2025 · FindLaw explains estate planning topics clearly and simply. Start here if you aren't sure where to begin with gathering …

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  10. Estate Planning | J.P. Morgan Private Bank U.S.

    Align wealth transfer strategies that align with the legacy you aspire to leave for future generations. Evaluate the alignment of your …