Estate Plan Trusts

The trustee is the guy who manages your trust assets. Great care should be taken in your selection of your trustee. The trustee is bound by the trust document (i.e. contract) and he has a duty to protect trust assets for the beneficiaries. The independent trustee manages, holds legal title …

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% …

Subsequent to the death of Anna Nicole Smith, its been reported that she may not have left a will, giving rise to additional turbulent legal confusion for years to come. Without a will, Anna Nicole potentially may be leaving her baby daughter with nothing. Amongst other celebrities dying without a …