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% …

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 …

Nothing brings home the importance of having our affairs in order than seeing the effects firsthand in your own family. My mother-in-laws recent death means my family is dealing with the realities of settling her affairs. Her advanced-planning greatly simplified the process. And it will for you, too. When her …