Planned Giving
NEW LAW: Federal economic stimulus legislation may affect your giving.
Special Tax Incentives for Giving
Deciding on the right gift for Trinity can be difficult. It’s vital to think about your most important personal and family goals. These could range from maximizing tax benefits, and producing income, to preserving assets for your heirs.
We offer a tool that can help...
Please provide the following information to view the materials for planning your estate.
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Download Our FREE Personal Estate Planning Kit
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