Broker Check

Legacy Planning

Strategies to help secure your assets and legacy.

A comprehensive plan can help you feel more confident about the future, knowing your loved ones will be taken care of and the legacy you leave behind is the one you want. Thoughtful planning helps to ensure that your assets go to the people you choose and can help minimize income, gift, and estate taxes.

Strategic Partners for Trust Services

Kinecta Wealth Management has a strategic partnership with Affinity Trusts to provide legacy planning education, including resources for trust creation. Take advantage of special pricing available to Kinecta members.


Kinecta Wealth Management also has a strategic partnership with Members Trust Company to provide access to comprehensive professional trust services.


Consider attending one of the periodic workshops we offer to learn more about the estate planning process. Check out our workshop calendar for a list of upcoming events.

The Role of Insurance

Life insurance can be an important tool to help provide for your family's income and expenses should an unexpected death occur. But, it can also be used to fund your legacy goals. Whether you want to provide an inheritance for loved ones or gifts to charity, permanent insurance could offer the flexibility and certainty to reach your legacy goals.


Protect against the erosion of your assets should you need care on a long-term basis  such as before, during, or after an illness or accident. By funding your care with long-term care insurance, you can avoid withdrawing money and any potential tax consequences from liquidating your personal assets.


Connect with us to learn more about legacy planning:

Members Trust Company is a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and investment products are not deposits of or guaranteed by the trust company, a credit union or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency and are subject to investment risks, including possible loss of the principal amount invested.

This page is provided for informational purposes only and is not intended to provide legal or tax advice. For legal or tax advice, please consult an attorney and/or accountant. A licensed attorney in your state of residence is needed to draw up a trust. A Kinecta Wealth Management Financial Advisor, Affinity Trusts, and Members Trust Company representative can provide references to qualified estate planning attorneys. Legal services are not offered or endorsed by Kinecta Wealth Management, Affinity Trusts, Members Trust Company or LPL Financial. Members Trust Company and Affinity Trusts are not affiliated with Kinecta Wealth Management or LPL Financial. You are under no obligation to use the services of Members Trust Company or Affinity Trusts and may choose any qualified professional to provide trust services.