Estate Planning

One of the greatest gifts you can leave your survivors is an organized estate. While it may be unpleasant to think about, the time you spend now will help your loved ones cope later and will also ensure your wishes will be carried out. If proper planning isn't done before you pass away, what you may leave behind is a distribution that is carried out far differently than you may have intended or expected. Problems such as extra administration costs , taxes or disagreements among your heirs can all result form postponing estate planning until it is too late.


At Capital Strategies, we understand that proper estate planning can be a challenging process without the right tools. It can be especially challenging if certain factors are in play, such as a disabled child or children from another marriage, to name a few. We are able to work with your attorney or recommend an estate planning attorney to put together the proper documents that will complete your personal or business planning needs.

Capital Strategies

4039 Legacy Pkwy, Suite B

Lansing, MI 48911


Phone: 517.347.8600

TF:       877.683.7850

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©2014 Capital Strategies

Capital Strategies offers securities through Kalos Capital, Inc. and investment advisory services through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Capital Strategies is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.