Estate Plan Trusts

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 …

Youve probably heard the horror stories how sometimes families are torn apart by hard feelings stemming from the inequitable division of estates or even from the perception that the division was not fair. As an outside observer, it might be easy to dismiss such cases as pointless, petty, and avoidable. …