TRC Financial - White Logo.png
  • Services

    • Life Insurance
    • Life Insurance Review
    • Life Settlement
    • Corporate Services
    • Private Placement
    • International Insurance
  • Products

    • Proprietary Products
    • Carrier Relationships
  • We Serve

    • Individuals & Families
    • Entrepreneurs
    • Corporate Executives
    • Employers & Institutions
    • Private Equity & Venture Capital
  • Get Started

    • Individual
    • Business
    • Advisor
  • About Us

    • M Financial
    • Associates
    • Privacy Policy
    • Disclosure
  • Blog

  • Contact Us

  • Client Success

  • Videos

  • Connect

    Use tab to navigate through the menu items.
    • All Posts
    • TRC News
    • Life Settlement
    • Tax News
    • Product News
    Search
    Four Reasons It’s The Perfect Time to Focus on Your Estate Plan
    TRC Financial
    • Jun 9

    Four Reasons It’s The Perfect Time to Focus on Your Estate Plan

    10
    Maximizing The Power Of Gifting
    TRC Financial
    • Apr 4

    Maximizing The Power Of Gifting

    22
    Commonly Used Terms: Trusts as Estate Planning Solutions
    TRC Financial
    • Feb 24

    Commonly Used Terms: Trusts as Estate Planning Solutions

    12
    IRS Releases 2022 Inflation-Adjusted Estate and Gift Tax Amounts
    TRC Financial
    • Nov 10, 2021

    IRS Releases 2022 Inflation-Adjusted Estate and Gift Tax Amounts

    135
    Tax Relief and Other Benefits of Life Insurance in Dynasty Trusts
    TRC Financial
    • Oct 4, 2021

    Tax Relief and Other Benefits of Life Insurance in Dynasty Trusts

    71
    American Families Plan: Capital gains and repeal step up in, estate tax changes out . . . for now
    TRC Financial
    • May 4, 2021

    American Families Plan: Capital gains and repeal step up in, estate tax changes out . . . for now

    89
    Gifting: A Strategy to Minimize Transfer Taxes
    TRC Financial
    • Feb 9, 2021

    Gifting: A Strategy to Minimize Transfer Taxes

    82
    Trust Modifications: Innovative Techniques for Outdated Instruments
    TRC Financial
    • Dec 22, 2020

    Trust Modifications: Innovative Techniques for Outdated Instruments

    52
    • LinkedIn - TRC Financial
    • Twitter - TRC Financial
    • YouTube

    COMPANY INFO

    About TRC Financial

    Who We Serve

    Industry Insights

    Contact Us

    Client Case Studies

    POPULAR OFFERINGS

    Key Person Long-Term Care Plan

    Life Settlement

    COLI & ICOLI

    Key Person Life Insurance

    Private Placement Life Insurance

    NOTABLE LINKS

    Executive Income Protection

    How to Manage a Life Insurance Policy

    Life Insurance for Entrepreneurs

    Tax-Efficient Investing

    Videos: The Value of Life Insurance

    Copyright © 2022 TRC Financial. All rights reserved.

    ​

    The principal place of business and the state of domicile for TRC Financial is: 1 Post, Suite 150, Irvine, CA 92618. Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, FINRA / SIPC. TRC Financial is independently owned and operated and is a Member Firm of M Financial. CA Insurance License #0E14614. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states.  Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. This site is for informational purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

    3811831

    (949) 509-2940

    M_MemberFirm.png