Trinity Legacy Partners offers wealth transfer planning to help you preserve, protect, and transfer wealth to your children, grandchildren, and causes which are important to you. We provide financial planning to create an enduring legacy that transfers wealth according to your wishes, in a timely manner, and with minimum tax implications.
The interview process is essential part of understanding the “soft issues” unique to each and every family. Developing an understanding of your family dynamics and ultimate planning goals, Trinity Legacy Partners is able to develop recommendations to align and enhance the groundwork which has already been laid.
Trinity Legacy Partners offers extensive review of existing planning and utilizes financial analysis to illustrate the distribution of your estate along with the impact of potential taxes to each generational level. This planning process includes detail of pre and post planning cash flow in order to help you better understand the viability of a particular planning recommendation.
To help you develop a thoughtful plan to achieve your wealth transfer goals, Trinity Legacy Partners is focused on helping you gain a full understanding of the ramifications of an advanced and thoughtful plan and create a customized strategy for your family.