How do you wish to transfer your wealth? What kind of legacy are you hoping to leave?
TrinityPoint Wealth is proud to offer a robust network of estate planning services to ensure your health and wealth are properly taken care of. We provide the legal and technical expertise to help clients realize their dreams for their future and the future of individuals receiving the fruits of their legacy.
If you’ve recently lost a loved one, we will work with you and your attorney to help you settle the estate, including sorting through and processing financial and estate documents, reviewing the deceased’s pensions and benefits, re-titling assets, and identifying any debt. We will continue to assess your estate documents for you, updating them according to your wishes or any changes in your circumstances.
Managing your estate plan is a life-long process, and our team will gladly work with you every step of the way.
Estate planning is normally considered to be for “older people,” but the truth is that it is rarely too early to begin considering one’s estate. Just like with retirement planning, estate planning can begin at almost any age. From your 20s to your 70s and beyond, you can always get your estate in order or adjust parts of an already-existing plan.
Life is unpredictable, so having an up-to-date plan in place at every age is typically best.
Once we have a clear understanding of your objectives, we do a comprehensive review of all your estate documents and identify any tax consequences. We then coordinate with your outside estate and tax planning advisors to ensure that your plan will enable you to pass on your wealth to the loved ones, organizations, and institutions you care about smoothly, tax efficiently, and in a manner that’s consistent with your values and intentions.
For our team, we recognize that one of the most powerful things in this world is a dream. We all have dreams for our lives, and it’s important to have a support system dedicated to making them a reality. Our century of combined expertise in the industry allows us to provide unique solutions tailored to each client’s specific goals and dreams.
Unlike other wealth management firms, our financial advisors work very closely together, meaning each client benefits from everyone on staff. We are also 100% fiduciaries, meaning we are sustained by fees directly from our clients. With no conflicts of interest, we are able to fully gear our advice towards what’s best for each individual.
From crafting an estate and tax plan to settling the estate of a loved one, our firm has the tools and personnel to walk you through the process step by step. If you are looking to get started on your estate planning, then our firm is ready to help. Give us a call or contact us through our website to get begin!
We’re here to help you achieve your goals.
We’ll keep you up-to-date on everything that’s happening in the world of finance. Sign up today.