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Estate Planning

.”Helping individuals ensure a systematic transfer of property to who they want, when they want and how they want.”

Estate planning is crucial because the fruits and labor of ones’ entire life can sometimes be destroyed by the forces of estate tax and probate expenses. The primary purpose of estate planning is to ensure a systematic transfer of property to who you want, when you want and how you want.

Without a strategy to accomplish this, your heirs may encounter situations such as the inappropriate distribution of your assets, the care for minor children left in the hands of a court, and settlement costs and administrative fees that can deplete the value of your estate. Protect the ones you love and feel secure about the future.

Another important part of estate planning is to take the appropriate steps to ensure proper management of your financial affairs if you become disabled or terminally ill.

At Value Shield Capital Strategies® our financial representatives can assist in assessing the strength of your current wealth transfer strategy. Our advisors can assist you through careful planning which could help secure the future of your estate.

Some of our services include:

  • Estate Liquidity Analysis
  • Asset Mapping
  • Wealth Shifting


Business Planning Services

Retirement Planning


Value Shield® Capital Strategies

1390 Hope Road, Suite 200 

Maitland, FL 32751 


Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Value Shield Capital Strategies and Securities America are separate entities. Seek the advise of your CPA for tax related questions.

This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed