How Persistent Capital can help you

Estate planning involves careful considered decisions regarding your estate/property, your financial future and your heirs financial future.

There are only three beneficiaries of your estate—your family, charity or the IRS. We work hand-in-hand with your estate planning attorney to determine the most tax-advantaged manner in which to direct your assets—both during your lifetime and at death. 

Using various analysis techniques such as technical and fundamental coupled with tools like life insurance, annuities, and trusts, your advisor can help create a plan that reflects what you care about most while taking care of your loved ones now and in the future.

Frequently Asked Questions

What is Technical Planning?

Technical analysis is the forecast or prediction of future financial and economical movements based on analysis of past movements. It can help anticipate what is “possible” to happen over time.

An analysis of the estate bank and financials records, business succession strategies and financial risk, as applicable. By understanding support and resistance levels, investors could anticipate the possible moving directions in the future.

How does technical planning work with planning?

Personal planning improves the technical planning assumptions which yields more useful analysis and recommendations.

What is Fundamental Planning?

Fundamental analysis is a long-term evaluation. A review of financial affairs that include cash flow, capital expenditures, expenses and taxes, etc. The analyst is tasked with evaluating, examining, and analyzing financial activities and mapping its financial future.