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Estate Planning Services

Capital Crest Financial Group brings you a full range of estate planning resources. From high net worth clients to new families starting out, see how we can assist today! Visit Case Design to discuss your case today!

Wealth Transfer

  • Policy Evaluation Program
  • Trust Evaluation Program
  • Planning for international clients, including Insuring Foreign Nationals
  • Planning with Family Partnerships
  • Premium Financing
  • Private Split Dollar
  • Special Needs and Discretionary Trusts
  • Spousal Access Trusts
  • Use of Grantor Retained Annuity Trusts (GRATs)

Charitable Planning

  • Charitable Giving with Life Insurance
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Private Foundations

Insurance

From whole life and term to disability and long term care insurance, see our suite of insurance services!