FORM CRS & ADV 2A OUR ADVISORS SERVICES INSIGHTS & TOOLS ABOUT US CLIENT LOGIN MEET WITH AN ADVISOR Get Started ESTATE PLANNING STRATEGIES Developing An Estate Plan Strategy For You & Future Generations A Life Plan doesn’t only include your financial planning for as long as you live, but for generations to come. Your Life Plan can live on to impact your family, community and employees. Work with your Financial Advisor teams to create an estate plan strategy to control your finances and health now, and let your gifts and directives make the greatest impact possible. Now that is leaving a legacy. Estate & Generational Planning to Leave your Legacy: Each Trilogy Financial Advisor is invested in empowering you to leave the legacy you always dreamed. Creating an Estate Plan Legacy Planning Gifting Strategies Generational Planning & Transferring Wealth Powers of Attorney Getting Started on an Estate Plan We know you have planned your financial life and worked hard to get where you are. We will be your advocate and aim to help you preserve wealth for your life and if you choose, future generations. Developing your estate plan involves a series of decisions that are then communicated in writing. Your Trilogy Financial Advisors are prepared to work with your estate planning team, or help you build a team, so you can pursue a legacy plan to suit you and your goals. Legacy Planning for Your Future Generations Legacy planning is an important part of estate planning and gives you the opportunity to pass on your assets to your loved ones. Our Financial Advisors work with clients to understand the story their money is telling, and in many cases, whether that money has an unwritten final chapter. Let your Financial Advisor coach and guide you through your opportunities and tax requirements so your legacy can live on with the greatest impact. Planned Giving & Other Gifting Strategies for Your Life Plan Developing a planned giving strategy is one of the most impactful ways that your legacy can live on for generations. Depending on your unique situation and goals, planned giving may be a smart and heartfelt legacy planning strategy for you. YOUR FINANCIAL ADVISOR MAY DISCUSS THE FOLLOWING WITH YOU: Considering your life insurance options and how they live on to be part of your gift Connecting you with an estate attorney to structure your gift and find the tax efficiencies Communicate your gift and help your non-profit of choice plan to leverage your generosity Disclaimer: Trilogy Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. Call Us To Get Started. (844) 356-4934 17011 Beach Blvd. Suite 800 Huntington Beach, CA 92647 (844) 356-4934 info@trilogyfs.com Services 401(k) & Retirement Planning Wealth & Asset Management Estate Planning Strategies Investment Strategies College & Education Planning Insurance Services Insights & Tools Financial Life Planning Tool Financial Blog Resources Press Coverage Financial Compatibility Quiz Podcast Financial FAQ About Us Our Story Our Leadership Team & Mission Careers & Culture Some advisors associated with this material are registered representatives of LPL Financial (“LPL”) and are Investment Advisor Representatives (“IAR’s”) for Trilogy Capital Inc. (“TC”). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States. Trilogy Financial Privacy Policy Webmail Portal California Insurance License Information © 2021 Trilogy Financial Services, Inc. All Rights Reserved.