We'll never tell you what you want to hear.
Unless it's what you need to hear.

Estate Planning

Our advisors are vastly experienced in evaluating the complex laws and regulations that affect your estate.

We work together with your tax and legal advisors to design and implement an optimal customized plan.

Your estate plan will provide for your beneficiaries, protect your assets and minimize your tax burden.

CAPTRUST Headquarters: 4208 Six Forks Road, Suite 1700, Raleigh, NC 27609
Long Island: 3 Dakota Drive, Suite 310, Lake Success, NY 11042 | Phone: (516) 487-8220 | Fax: 516-342-4321
Manhattan: 368 Lexington Avenue, 3rd Floor, New York, NY 10017 | Phone: (516) 487-8220
Florida: 4440 PGA Boulevard, Suite 600, Palm Beach Gardens, FL 33410 | Phone: (561) 472-0827