Fee-Based Comprehensive Financial Planning
Your Financial Partners for Life

Estate Planning Services - The Ultimate Legacy Transfer

Following a lifetime spent accumulating wealth and building a legacy, we understand the importance of distributing your assets.

The ultimate transfer of your estate to exactly who you want is just as important as executing the transfer in the most orderly and tax efficient manner. We address all areas of estate planning including:

  • Various types of wills,
  • Trusts,
  • Powers of Attorney, and
  • Health care directives.

We work with you to identify and prioritize key concerns that involve the disposition of your estate and work with your trust and estate attorneys to draft appropriate documents.

Joel Stillman, Jeffrey Lippman & Joshua Stillman, with Capitol Financial Consultants, Inc. provide Estate Planning Services in McLean, VA.