Estate & Legacy
Shape a Legacy That Lasts
Key Considerations in Estate Planning
Your legacy is more than the assets you leave behind — it’s your values, your story, and the memories that carry on.
Without proper planning, families are often left with unnecessary complications during an already difficult time. A thoughtful estate plan ensures your wishes are honored and that your loved ones remember a life well lived, not a disorganized financial picture.
Your legacy is more than the assets you pass down: it’s the values, stories, and vision you leave behind.
We partner with your estate attorney and trusted professionals to ensure that your plan reflects both your financial goals and your personal priorities.
Legacy Planning
We help you understand how your assets will be distributed under current estate laws and work alongside your estate attorney or trusted partners. Through careful planning, we aim to:
From trusts and business succession to family education and charitable impact, we help you safeguard what matters most.
Our goal is to make your legacy meaningful, seamless, and enduring for the generations that follow.
Intrua Financial, LLC does not provide legal or tax advice. Estate planning services are offered in coordination with your attorney, tax professional, and other qualified advisors. Any discussion of estate or legacy planning strategies is for informational purposes only and should not be interpreted as legal advice. Clients should consult their legal and tax professionals before making any decisions related to estate planning documents, trusts, or beneficiary designations.
LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.