home loan finance blog

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 …

I recently wrote about the absolute need for a Medical Directive granting the exclusive power to your Agent for the purpose of communicating your healthcare wishes and to instruct those in charge of your medical care and to respond to the actual facts and variables known when an actual healthcare …