In response to your inheritance needs, our professional team will customize and manage legacy plans for you through trusts or other wealth management planning so that you can facilitate your legacy planning in every detail that you can continue nurturing your family even beyond your lifetime.

In your legacy planning, you will be served by an exclusive representative and professional teams from Victory, including the investment team, trust team, legal counsel, tax consultant, and insurance team. Moreover, to pass your wealth in the best, most tax-efficient way, our experienced inheritance tax advisors will help you make intelligent decisions, so your money goes to your beneficiaries and less to the tax authorities. In addition, our legacy plan will separate your assets to be distributed from your retirement savings would yield better benefits that help you effectively manage your retirement savings independently without having to worry about spending the assets meant to be passed on and using premium financing to make you enjoy low premiums but high protection.