Archive for July 2nd, 2007

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…)