Together we step into the future with confidence.

Estate Planning

Estate planning is the process of anticipating and arranging for the management and disposal of one’s estate both during a person’s life, and after death while minimizing complications and income tax.

At Stepright Capital Planning, our advisors act as the leader of the process with you and your family at the center. We work with tax, life insurance, investment, legal, and business specialists to ensure an efficient arrangement of your affairs within your will. We consider the taxation implication of individual, investment, and/or business decisions – usually with the goal of minimizing tax liability.

We look at opportunities to reduce taxable income through income deferral or shifting tax, deduction planning, investment tax planning, and year end planning strategies. Stepright Capital Planning ensures wills, health care directives, power of attorney for property and personal care, and guardianship of children are all considered in your estate planning.

Our advisors are here to guide you through decisions that impact your family.