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Client First Capital
About
About Our Firm
Team
FAQs
Hear from Our Clients
Services
Services Overview
Fees
Advice Only
Wealth Management
Family Office & Trustee Services
Approach
Our Integrated Approach
Tailored Investment Strategies
Robust Tax Strategies
Proactive Risk Planning
Charitable Giving Planning
Estate Planning & Corporate Trustee Services
Education & Resources
Articles & Updates
Video Library
Resource Library
Contact Us
Client Login
Folder: About
Folder: Services
Folder: Approach
Folder: Education & Resources
Contact Us
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About Our Firm
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Hear from Our Clients
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Services Overview
Fees
Advice Only
Wealth Management
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Back
Our Integrated Approach
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Charitable Giving Planning
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Estate Planning Considerations for the New Year
Estate Planning Tom Lawson, Director of Military Outreach 2/7/22 Estate Planning Tom Lawson, Director of Military Outreach 2/7/22

Estate Planning Considerations for the New Year

As we welcome a new year, it is a good reminder to review your estate plan to see if it actually reflects your desires and wishes. Here we’ll discuss a few of the common errors we see and some considerations that may not seem as obvious.

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Do Individuals in retirement need an estate plan?
Estate Planning Client First Capital 3/18/21 Estate Planning Client First Capital 3/18/21

Do Individuals in retirement need an estate plan?

If you are retired, spending down your assets, and don’t have young children that need guardianship, do you really need an estate plan? The answer is still YES because if you don’t have one the government will get to decide!

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Client First Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place.

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