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Preserving Your Legacy

Wealth Preservation


At Trinity Private Wealth, we focus on not only building and protecting, but also preserving your wealth. No one likes to think about their own mortality, however estate planning is one of your most important financial obligations.


We believe that the wealth that you work a lifetime to create should not only be protected but preserved for those who are important to you.


For this reason, we offer estate planning strategies to provide our clients with the comfort and peace of mind to ensure that their lifetime of effort transfers the right funds to the right people at the right time.


Strategies to be discussed in conjunction with your legal advisers would include:


  • Wills

  • Testamentary Trusts

  • Enduring Powers of Attorney

  • Guardianship of children

  • Advanced Health Directives

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