Estate & Legacy

Shape a Legacy That Lasts

Estate and legacy planning ensures your wealth is transferred according to your wishes while minimizing taxes and complexity. Beyond documents and distributions, it’s about aligning your assets with your values, supporting family, preserving harmony, and giving purpose to what you’ve built.

A thoughtful plan turns financial success into lasting impact for future generations.

YOUR LEGACY

Key Considerations in Estate Planning

Beneficiary Reviews

Regular updates to ensure your plan reflects current wishes.

Power of Attorney

Determine who can make financial and health decisions or access your medical information.

Living Will

Clarify your wishes for medical care if you’re unable to speak for yourself.

Special Situations

Guidance for second marriages, blended or non-traditional families, special needs beneficiaries, or the possibility of cognitive decline.

REDEFINING YOUR LEGACY

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.

Beneficiary and Trust Planning

Business Succession Strategies

Family Wealth Education

Charitable and Philanthropic Planning

Coordination with Estate Attorneys

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:

Maximize the value passed on to your loved ones and charitable causes.

Minimize estate taxes and administrative burdens.

Ensure your estate plan reflects both your financial goals and personal values.

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.