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Capital Strategies, Inc. Services
Estate Liquidity &
Survivor Income Analysis

Financial Planning
Estate Liquidity
& Survivor Income
Business Succession
Retirement Plan
Education Planning,
529 Plans and
Other Vehicles
Employee Benefit
Plan Analysis
& Design
Contract & Severance
Review & Planning
Plan Updates

Whether you are single or married, if you have an estate you would like to leave to heirs, estate tax planning should be an important part of your financial plan. That is because estates can become subject to federal and/or state estate taxes under current laws. By careful estate tax planning, you can develop a strategy for passing on to your heirs as much of your estate as possible.

We seek to provide a general understanding of the basic working rules of estate tax planning. This is not intended to include tax or legal advice but rather to indicate the need for professional counsel. We will provide you with the information you need to work with your own attorney and tax counsel or help you identify appropriate counsel in that regard.

Your financial plan will contain an analysis of your present estate settlement arrangements and distribution patterns. Our intention is to determine the anticipated settlement expenses and disclose potential problems in your present plan. This section will provide facts upon which to base decisions concerning alterations in your estate plan. In order for an estate plan to be effective, it should meet certain objectives and achieve the following:

  • Determine the most advantageous means of owning family properties.
  • Minimize estate and income taxes, administrative expenses, executor's commissions and attorney's fees.
  • Provide adequate available funds to meet unknown and anticipated settlement expenses.
  • Preserve the assets you have worked hard to accumulate and pass them to those you intend to inherit them.
  • Provide funds for debt repayment if desired, educational expenses, and an adequate income to survivors.

Please contact us to discuss your needs today.

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Capital Strategies, a Registered Investment Advisor

2 Barnard Lane
Bloomfield, CT 06002
Toll Free: 866-303-6797
Phone: 860-242-6797
Fax: 860-243-9650

Securities & Advisory Services offered through LPL Financial · FINRA/SIPC
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