David Blair, QuadCap Wealth Management, and Estate Planning Explanation

Top Quote David Blair, QuadCap Wealth Management explain the importance of careful estate planning. End Quote
  • Dallas, TX (1888PressRelease) August 24, 2011 - The nature of estate planning is one that changes over time. As life progresses and goals change so should the estate plan. Lack of an adequate estate plan or an estate plan that is not current can cause undue additional emotional and financial burden on family. An effective estate plan can possibly: decrease the amount of estate taxes one may have to pay, have your assets distributed the way want or desire and not the courts way. Provide the liquidity needed for estate expenses, and thus not force the sale of assets, clearly lay out your plan and thus not have family members to be forced to making difficult decisions. As such it is important to review your estate plan on a regular basis.

    We started QuadCap Wealth Management, LLC to focus on a highly personalized comprehensive counseling program that is driven by dedicated personal service. Our firm provides in depth comprehensive financial counseling that covers all areas of your financial affairs, such as employee benefits planning, tax planning and preparation, asset allocation strategies, estate planning and wealth transfer strategies, as well as risk mitigation strategies.

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