A few years ago, prior to becoming clients of Capital Strategies, a couple in their mid-50s decided they needed wills. This was prompted by a death of a close family member. In the absence of any planning, the wife suggested using the services of an attorney for whom she had worked many years ago. Apparently, this General Practice Attorney created simple wills for each with little knowledge of their financial situation.

Shortly thereafter, they were referred to Capital Strategies. When we completed a comprehensive financial analysis, it became obvious that their estate planning with simple wills was inadequate.

Problem: With a taxable estate of over $10,000,000, and most assets owned jointly or passing by beneficiary designation, we found that they were bypassing the intentions expressed in their wills.

Strategy: We designed a plan to be implemented through their attorney, including a trust for their insurance, and appropriate retitling of property.

Please contact us to discuss your needs today.

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