Fiduciary advisory services serving Massachusetts.
A Certified Estate and Trust Specialist (CES™) is an educated, experienced, and qualified financial advisor committed to the well-being of you, your family, and your business.
working with a CES™
We provide comprehensive guidance on a wide range of estate, postmortem, and tax planning issues to support your overall financial strategy.
With the expertise of a CES™, you can rely on me to work together with an estate planning attorney to:
CREATE YOUR ESTATE PLAN
- Help ensure your heirs receive their intended benefits at the appropriate time
- Evaluate the advantages and disadvantages of wills and trusts as part of your financial planning
- Review asset titling options
- Plan for liquidity needs
- Consider disinheritance options
- Discuss after-death planning procedures and considerations
PROTECT YOURSELF
- Plan to maintain separate property
- Preserve assets in the event of marital changes
- Protect children from previous marriages with targeted strategies
- Help ensure income stability and preserve principal with specialized trusts
- Discuss options for powers of attorney for future planning
- Consider quality and lasting health care directives as part of your plan
HELP YOUR FAMILY
- Facilitate a smooth financial transition between generations
- Explore debt minimization strategies
- Discuss insights on navigating the probate process
- Provide guidance during estate settlement
- Review special state requirements relevant to your situation
ENHANCE ESTATE VALUE
- Examine the pros and cons of gifting as a financial strategy
- Focus on the conservation and growth of assets
- Receive investment advice tailored to your financial goals
- Develop strategies for retirement income
Bryan Galligan, CES™
President & Founder
My Mission
I want to gain a complete understanding of your goals and objectives. I can help identify and develop the strategies, techniques, and vehicles that best meet your financial needs.
THE PROCESS
This process involves thorough data gathering and leverages advanced knowledge of estate planning principles, retirement accounts, living and specialized trusts, wills, gifting strategies, asset transfers, insurance planning, Social Security, and Medicare to create a customized financial plan tailored specifically to you. I also offer guidance on post-death decisions—including burial considerations, required notifications, setting up estate accounts, insights into the probate process, and estate settlement considerations—while adhering to applicable state requirements.
Please note: Bryan Galligan is a financial advisor and Certified Estate and Trust Specialist who provides guidance and financial planning support for estate strategies. While he does not draft legal estate planning documents or provide legal estate planning services, South Shore Investment Services does employee in-house counsel that offers each of these services.
WHAT We PROMISE
Keep abreast of industry standards, new strategies, and legislation
Conduct all activities with the highest standards of integrity and honesty
Put your interests above all else
Perform investment services in a competent and economical manner
