One of the most rewarding aspects of creating wealth is the pleasure of being able to share it with others. At Capitol Securities Management, we can either work with your legal and tax professionals or provide you with experienced professionals. CSM can work with these professionals to help develop a plan that enables you to maintain your current lifestyle while also building a financial legacy.
Estate Planning
Everyone reaches a stage in life when decisions have to be made about the control and distribution of the assets of one’s estate. Capitol Securities Management can be a valuable resource in working with you, your attorney and accountant in helping formulate, implement and maintain a comprehensive estate plan. In doing so, you can gain better control of you assets while you are alive, and ensure that those assets are distributed as you wish, after your passing, often with significant tax savings involved for your heirs. Of particular importance are the re-titlement services that we offer to help facilitate the re-registration of securities into one’s plan.
Trust Services
Capitol Securities Management helps investors expedite the transfer of securities, determining the forms required by the appropriate transfer agents and facilitating the transfer for legal or estate purposes. Our clients can be confident that their transactions are handled from start to finish as efficiently and professionally as possible.
Charitable Giving
“We make a living by what we get. We make a life by what we give.”
~Winston Churchill ~
Every year more than 150 billion dollars are gifted to charity in the United States. Capitol Securities Management can work with you using numerous charitable giving strategies and programs. We can help to simplify the giving process while ensuring the maximum tax benefit. CSM is committed to helping our clients realize their charitable aspirations through our charitable-giving consulting services. Promoting family values through philanthropic planning, we work with you to suggest strategies such as the use of donor-advised funds and pooled income funds, charitable trusts, family foundations and endowment gifting.
Capitol Securities Management will help accomplish your philanthropic objectives while integrating them seamlessly with your estate, tax and financial planning goals. You can now realize many of those benefits of a personal foundation without the startup and administration costs. Instead of giving a lump sum to a particular charity you can give a legacy of ongoing grants from your own foundation. We can help to structure a plan that can benefit the charities of your choice in perpetuity.
Education Funding
Many clients feel that funding their child's or grandchild's higher education is a very rewarding use of their wealth. A Capitol Securities Management advisor can provide you with options for accomplishing these endeavors that include custodian accounts for minors, section 529 college savings plans, sophisticated trust solutions and more.
"Why give once, when you can give forever." Call a Capitol Securities Management advisor today to discuss charitable giving strategies at 1 (888) OVERSEE
