Estate Planning as a Career

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% of the nations wealth within the next 50 years.

With that kind of money on the table, having a do-it-yourself estate planor even wo (more…)

When you purchase a hand made or antique item today you are buying character and quality that adds to the beauty, comfort and gives you the feeling of being grounded, provides a conversation starter, and sense of being home.

Heirloom pieces and antiques allow you to add some character to your home.
Whether you have a piece that has been handed down through your family or you purchase an antique that was in someone elses family, the presence of quality, well cr (more…)