Services
At Trifecta Wealth Management, we understand the importance of comprehensive estate planning and the role trusts can play in preserving your legacy. While we are not licensed attorneys, we collaborate closely with legal professionals to help provide estate planning options for our clients. Our goal is to provide guidance and coordination, helping you navigate the complexities of estate planning to transfer your wealth effectively.
Disclosure: This information is not intended to be a substitute for legal advice. We suggest that you discuss your specific situation with a legal advisor.
Holistic Financial Integration
Review asset titling and estate considerations.
Coordination and Communication
At your instruction, we can collaborate with your outside estate professional.
Trust
Services
Through LPL Financial, you have access to our Private Trust Company which can serve as a corporate fiduciary or Trustee.