Estate Planning

Our process addresses the three basic tenets of estate planning – financial planning, orderly transfer of assets, and overall preservation of wealth.

We educate and inform our clients on the options available to their well-defined objectives. Our objective-driven planning process results in a high degree of implementation and predictable results, removing many variables through a detailed process of analysis – identifying problems, finding opportunities, and delivering solutions. It’s also comprehensive, considering many of the following:

  • Property Titling
  • Beneficiary Designations
  • Trust Options
  • Retirement Plan Distributions
  • Gifting
  • Asset Valuation
  • Estate Taxes
  • Non-Tax Issues
  • Asset Protection Structures
  • Family Foundations
  • Generation Skipping Transfer Tax
  • Estate Valuation Freeze Techniques
  • Charitable Planning
  • Split Interest Estate Tax Reduction Concepts
  • Fractured Entity Valuation Discounts
  • Intergenerational Estate Planning
  • Integration with Business Succession Planning

Please Note: The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Capital Advisors, Ltd., LLC (“Capital Advisors”) does not serve as an attorney, accountant, or insurance agent. Capital Advisors does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Capital Advisors’ representatives, in their separate individual capacities, can be engaged to be provide insurance sales/services as described on Capital Advisors’ written disclosure Brochure (a copy of which is linked to this web site), per the terms and conditions of a separate engagement and fee.