Disclaimer

Gaetan Advisory Solutions provides fiduciary advisory and educational support in estate and financial planning.

We do not provide legal advice, tax advice, or engage in the unauthorized practice of law (UPL). Legal drafting, interpretation of legal documents, and the rendering of legal opinions are performed exclusively by licensed attorneys. Clients are encouraged to consult with qualified attorneys and tax professionals for matters requiring specialized expertise.

Our role is to help clients organize, understand, and coordinate the estate planning process, ensuring clarity and alignment with financial goals. All information provided through this website, consultations, or educational materials is for informational purposes only and should not be construed as legal, tax, or accounting advice.

Financial planning involves risk, and past performance is not indicative of future results. No guarantees are made regarding investment outcomes, estate strategies, or financial projections. Clients remain responsible for their own decisions and are encouraged to seek independent professional advice when appropriate.