Private Client Services

Trust and Estate Planning

It’s never too early to start planning for the future of your wealth and your loved ones. Estate planning can be overwhelming and emotional, which is why it’s important to work with experts who understand the complexities and sensitivities of the process. Seeking the assistance of Capes Sokol’s legal team can make everything much smoother and assure your goals can be achieved. With a wide range of services, including drafting wills and trusts, tax planning, special needs planning, and more, Capes Sokol can help you structure your wealth to ensure that it is distributed according to your wishes. Additionally, we can assist in setting up private foundations or charities that align with your values. By working with Capes Sokol, you can find peace of mind knowing that your loved ones and assets are taken care of according to your unique needs and concerns.

Key Contacts

Harvard W. Muhm

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