Estate Planning Strategies
How a Financial Planner Can Help
Financial planners are in a perfect position to help make sure the right thing happens to your assets following death. It is important to note that unlike an estate attorney, financial planners cannot prepare legal documents such as wills or trust. However, Trinity Financial & Insurance Solutions partners with area estate attorneys to offer our clients a seamless estate planning experience.
Our focus is on making certain that your financial assets are distributed, gifted, or reinvested in accordance with your wishes. We do this by examining investment accounts, retirement accounts, and insurance policies to make sure they have the correct beneficiary designations. We look at the way life changes impact your estate plan and will be there to help your loved ones understand and prioritize what actions to take during difficult times.