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estate planning

Estate Planning

In the next 40 years, over $40 trillion will change hands from one generation to the next in the U.S. alone. As a result, estate planning has assumed a more critical importance for families than ever before. Trent Capital will work with you and your estate planning attorney in addressing many of the complex areas of wealth transfer including asset preservation, liquidity, risk management, charitable and philanthropic pursuits, retirement and education funding. In developing such a plan, Trent Capital, working with your estate planning attorney, will focus on:

  • Reducing the amount of taxes that will have to be paid
  • Increasing the likelihood that your assets are distributed the way you want
  • Providing the liquidity needed for estate settlement expenses at a minimum cost