Trusts & Estates

Helping you prepare for the future.

The Capes Sokol Trusts & Estates practice group is committed to providing outstanding client service. We approach our clients’ objectives in a thoughtful and calculated way that transcends institutionalized “one-size-fits-all” estate planning.  Our fundamental mission is to help our clients explore and articulate what their wealth is for, and then implement strategies and tools to accomplish these goals.  We listen to you, the client, and help you discover what your wealth is for.

Relationships.  Each and every day, we work with individuals and families, and we bring the same level of expertise, attention and flexibility to each person, to each branch, and to each generation.  Many of our clients are inter-generational families with whom we have worked for decades.  This consistency is the result of dedicated and quality work, but also borne of the trust that our relationship with our clients engenders.

Experience matters.  To help address the wide range of complex issues our clients face, the Trusts & Estates group works closely with our other practice areas, including the Business & Finance and Real Estate, to provide efficient and practical solutions and advice. This multi-disciplinary approach helps us deliver a comprehensive plan that leverages our experience with a wide variety of investment and planning strategies with other expertise available throughout our firm.

Results.  No one will work harder for you than we will.  Not only will we help you grow and protect your wealth, but we will also help you use it in ways that bring meaning and joy to your family.  Whatever you think your wealth is for, we help you make it happen.

Together we can achieve your goals, for today and tomorrow.