Parks Capital
  • Home
  • About Us
    • Parks Capital at a Glance
    • Investment Philosophy
    • FInancial Advisory Model
    • Contact Us
  • FAQ'S
  • Investment IQ
  • Every Thing Financial
  • Search
  • Upload Files
  • Login
    • Schwab Login
    • Pershing Login
    • Client Experience Portal *

Investment IQ - Estate Planning 

Picture




"A good battle plan that you act on today can be better than a perfect one tomorrow."
- General George S Patton

Articles & White Papers




The 10 Basic Questions of Estate Planning

A Widow's Worst Nightmare

2015 Charitable Tax Guide

An Overview of Asset Transfer Strategies

Holistic Help for Caregivers of Aging Parents

Protect Your Assets With a Family Bank

Sell or Rent Deciding What to Do With Your Home

Selling Estate Assets at Auction

Understanding Guardianship for Older Adults

Using Life and Health-Expectancy Scenarios in Financial Planning

9 Estate Planning Pitfall to Avoid

Last Will & Testament: 14 Wishes



Relevant Calculators & Tools

Life Happens
Great resource for insurance planning

Legal Zoom
A good starting point for basic legal documents





Please Note:
Investment IQ is designed to provide general knowledge of planning and financial topics. Information presented here may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed will come to pass. Investing in financial markets involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. For personalized investment advice or help on any of these topics please contact your financial advisor or call us to schedule an appointment with one of our financial advisors. 


Links to external websites provided on this site are suggestions of tools to be used. Parks Capital does not recommend a particular service or product offered by a third party. We do not guarantee the accuracy of the content provided on third party sites nor are we compensated for providing these links to you. Parks Capital's privacy policy does not apply to third party sites. If you link to any third party sites from our website, we recommend that you review their privacy policies. 

Didn't find what you were looking for ?

Ask Us

Location


141 Sully's Trail
Suite 1
Pittsford, NY 14534

1-585-248-5700
1-877-416-5700
1-585-248-5703 (Fax)

JOIN OUR MAILING LIST


Always stay on top of updates to content, news and events  posted to Investment IQ & our advisor's blog 'Everything Financial'
Sign up for our mailing list

Contact Us


Ask us a Question...
Parks Capital BBB Business Review
© 2015 Parks Capital. All rights reserved. Trademarks belong to their respective owners. 
Online Privacy Policy | Disclosures