Wealth Transfer & Estate Planning

Wealth Transfer and Estate Planning is the process of creating an organized plan for your client’s assets during their lifetime and deciding what should happen to those assets upon their passing or incapacitation. Estate planning is greater than just scripting a will; it is a complex planning process including topics such as trusts, business succession, tax planning, life insurance, philanthropic gifts, final expense planning, and much else. When it is done thoughtfully and completely, it can help alleviate potential family conflicts, ensure that their estate is given to their intended heirs, and minimize taxation. Life insurance has many well-known advantages, but it also has a role to play in estate planning that reaches past pure standard of living fortification.

Capitas Financial’s Wealth Transfer & Estate Planning experts are frequently called upon by professional advisors across the country to assist them with their high net-worth clients. They are extremely knowledgeable in the complex area of wealth transfer strategies and legacy planning for high-net-worth families.