Life and Legacy Distribution

You’ve worked hard for what you have. You should feel comfortable deciding how your wealth is spent during your lifetime, and how it is distributed through your legacy. We help you walk through the options for protecting and preserving your income, and we assist while you navigate through the complex and emotional decisions that many face when considering the best way to devise a lasting legacy either for your family or for the philanthropic interests you hold close to your heart.

True Capital Advisors offers sound planning to accomplish tax-advantageous wealth distribution over an entire lifetime as well as after death. You can rest easily knowing that through our personal knowledge of your family and interests, we’ve explored all the options and made recommendations that are centered on your interests and goals
during life and also for your legacy.