Intergenerational Wealth Transfer

Our professional Team understands the importance of family. The TRUApproach focuses on building your legacy exactly how you want it!

Creating a Legacy of your choice

Whether you are looking to establish a Trust, share your wealth through a charitable giving program, to wanting to ensure that you transfer your investment property to your loved ones in the most tax-sheltered manner, Trudy’s expertise and professional partners will help build a lasting legacy.