Conveying Wealth and Values to the Next Generation

One of the most important ways you can bless your family is through a well-designed estate plan. Trinity Portfolio Advisors has extensive experience in strategically designing estate plans, including wills, that meets your personal goals while also avoiding unnecessary taxation. Through a comprehensive approach that is unique to every client, Trinity addresses a variety of design components, including:

• Estate Tax Strategies

• Efficient Transfer of Wealth

• Trust Formation

• Asset Protection Strategies

• Values Based Design

• Charitable Giving

• Special Care

• Family Education

• Advance Medical/Health Care Directives

• Terms Unique to Every Family