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Estate planning

Our clients have worked hard or are working hard to create wealth for their family and for future generations. Through our comprehensive approach to financial planning we help them establish a strong foundation to protect themselves and their legacy. We provide comprehensive wealth planning solutions tailored to the specific needs of our clients and their families.

Whether simple or complex, most families want to safeguard their prosperity, achieve greater tax efficiency and ensure a seamless succession of wealth and provide for a sustainable future.

By working closely with a carefully selected panel of professionals, Capstone Financial is expertly positioned to help manage, protect and transfer our client's wealth to future generations by:

  • Estate and succession planning
  • Wills
  • Trusts
  • Insurance