Legacy Strategies
Leaving a legacy
Legacy roadmaps are crucial to helping ensure your wishes are respected after you pass.
We help you outline your goals, whether passing assets to family, supporting a surviving spouse, or contributing to charitable organizations.
Risk Management in Legacy Strategies
We identify and mitigate risks that could impact your legacy, including:
Power of Attorney
Designate someone to make healthcare and financial decisions on your behalf if needed.
Living Wills
Outline your healthcare preferences.
Blended Family Considerations
Develop strategies that address the needs of all family members fairly.
Special Needs Management
Create trusts to support dependents with special needs.
Maximizing your legacy
We work to help ensure your legacy is preserved against threats like probate and taxes, enhancing the benefits to your heirs. Let's build an approach tailored to your objectives.
Trinity Financial Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
