Few topics confuse investors more than figuring out what estate-related documents they need. Living Wills, Living Trusts, and Powers of Attorney are just a few of the terms that most find hard to define, let alone understand. But being comfortable with these terms and what each one can do for …

Special Reports for Capital Financial Advisory Clients Estate Planning made easy….easier! A major intergenerational transfer of wealth is underway, like nothing before seen in this countryor the world, for that matter. Estimates from the Federal Reserve Board have the richest 5% of U.S. households likely to pass along nearly 60% …

Between the years 1980 and 2030 it is estimated that the largest transfer of wealth from one generation to the next in the worlds history will take place when approximately $41 Trillion dollars is transferred at death from the greatest generation (those born between 1910 and 1935) and the Baby …