• Client Login
  • Who We Are
    • About Capital Planning
    • Our Team
    • Our Costs
  • Financial Planning
    • Retirement Planning
    • Foundational Planning
  • Services
    • Investment Planning
    • Insurance Planning
    • Tax Planning
    • Family Matters
    • 401K Planning
  • Resources
    • Client Login
    • News & Information
    • Contact Us
  • Book a Discovery Meeting
Menu
  • Client Login
  • Who We Are
    • About Capital Planning
    • Our Team
    • Our Costs
  • Financial Planning
    • Retirement Planning
    • Foundational Planning
  • Services
    • Investment Planning
    • Insurance Planning
    • Tax Planning
    • Family Matters
    • 401K Planning
  • Resources
    • Client Login
    • News & Information
    • Contact Us
  • Book a Discovery Meeting

Uncategorized

Uncategorized | Mar 27, 2023

Staff Spotlight: Meet Jennifer Wegfahrt

Read More

Uncategorized | Mar 22, 2023

Wading Through Financial Stability Risks: An Action Plan

Read More

Uncategorized | Mar 15, 2023

Some Perspective on Bank Collapses

Read More

Uncategorized | Feb 28, 2023

Debt Ceiling Primer: What You Need to Know

Read More

Staff Spotlight | Feb 17, 2023

Staff Spotlight: Meet Annie Brinckman

Read More

Staff Spotlight | Feb 17, 2023

Staff Spotlight: Meet Robert Everitt

Read More

Uncategorized | Jan 25, 2023

A Feisty Bull-Bear Debate: Weighing the Pros and Cons

Read More

Uncategorized | Jan 10, 2023

The SECURE ACT 2.0 Impact – 10 Key Things to Know

Read More
1 2 next

Retirement Planning

Investment Planning

Tax Planning

Family Matters

Insurance Planning

Estate Planning

About Capital Planning

Our Team

Our Costs

Contact

Client Login

Blog

4505 Saucon Creek Rd,
Ste. 100,
Center Valley, PA 18034


Estate Planning

Estate planning focuses on three key areas: Documenting your wishes, Stewardship Goals and Tax Efficiency.

At Capital Planning, our experts can work with an attorney to help you document your wishes and protect your family. We can guide you on the benefits of a Will, Power of Attorney, Advanced Health Care Directives (Living Wills) and Trusts.

Stewardship planning can help you protect your heirs from potential risks such as creditors, divorce, or poor money management skills. Stewardship can also help you meet your goals for charitable giving and life’s passions.

Tax efficiency planning can save your family upwards of 50%+ in taxes when combining estate tax, inheritance tax, and capital gains tax planning strategies.

If you would value advice on any of the above, book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.

Book a Discovery Meeting

College Planning and 529 Plans

Many people are curious to understand the potential tax benefits available to them. Questions such as “Is a 529 plan right for me and my goals?” are common, and at Capital Planning, we’ll be happy to guide you on this and any other questions you have.

We can work with you to conduct an analysis of funding needs, and provide recommendations as to investment allocation, ultimately helping you to select the right investments for your goals.

Book a discovery meeting today and speak with one of our advisors about independent financial planning with purpose, so you can focus on enjoying life.

Book a Discovery Meeting