Planning Your Estate Begins Today

Comprising everything you own, estate planning is for everyone, and the time to plan is now. If you wait to make an estate plan and you get hurt or become ill, you may not be able to express your preferences. Your family may find themselves facing financial and legal turmoil, struggling to make medical choices, get control over assets, decide how to pay for a nursing home or home health care, or fighting over an inheritance in court. The government could end up with a sizeable piece of your estate due to taxes.

Having a plan in place assures your loved ones have clear directions to execute your wishes and that any inheritance is well protected. Capacity Benefits & Financial Services Group can assist you with an estate plan that integrates both your personal and business objectives, manages estate tax liabilities and helps maximizes value for future generations.