Estate Planning is a critical component of any well-developed financial plan. Though it sounds complex, it is essentially a process by which individuals consider legally effective arrangements to assure specific wishes are met should something happen to them or those they care about. To be most effective, this planning needs to be carefully coordinated with the other areas of planning such as Insurance, Retirement and Investments. That’s where Capital Investment Counsel and our professional advisory group can help.
Working with you and your attorney or advisors as required, we can be of great service with your every Estate Planning need.
- Unlimited Marital Deduction
- Maximizing use of Unified Credit
- Unlimited Charitable Deduction
- Annual Gift Exclusion
- Revocable Living Trusts
- Irrevocable Life Insurance Trusts
- Advanced Medical Directives