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Capital Analysts of New England, Inc.

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  • Wealth Management Services 
    • Asset Management
    • Business Succession
    • Estate Planning
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    • Insurance Services
    • Retirement Planning
  • About Us 
    • Our Principles
    • Our Team
    • Our Process
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  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

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  3. Estate Planning

Estate Planning

Successful estate planning combines state of the art techniques and planning with a talent for listening to what our clients want to achieve.  Our advisors offer concentrated experience in tax issues unique to successful business owners and wealthy families understanding that estate planning is more than shifting assets in the most tax efficient manner.  Effective planning should result in a situation where children are treated equitably which promotes family harmony.  Our services in this regard include:

  • A thorough understanding of our client’s planning objective and concerns about how people may react to the desired plan;
  • A comprehensive review of the techniques to reduce the current estate tax liability;
  • Programs for controlling the growth of the estate as existing assets increase and new assets are added;
  • Flexible plans for payment of the estate tax; and
  • Coordination of planning for personal asset distribution and business assets.

Capital Analysts of New England does not draft legal documents but our attorney will review your options with you and coordinate the planning with your legal counsel.  This assures that your planning is implemented correctly and in the most efficient and economical way possible.  Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

Wealth Management Services

  • Asset Management
  • Business Succession
  • Estate Planning
  • Financial Modeling
  • Income Planning
  • Insurance Services
  • Retirement Planning
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Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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