Estate Planning

We listen carefully to your concerns and your desires so that we can assist you in developing your plans to address your goals for you and your family.  The planning process hould begin with the end in mind, a plan that fits your unique situation and works as you intend it to.

Proper estate planning allows you to plan for yourself and your loved oneswithout giving up control of your affairs. Your estate plan should allow for the possibility of your own disability. Your estate plan should give "What you own, To whom you want, When you want, and the way you want"

The key to proper estate planning is clear, comprehensive, customized instructions for your own care and for your loved ones. These instructions can be included in a will, trusts and other related documents. We find that most of our clients are best served with a combination of these tools -- backed by our unique Three Step Strategy .

This unique process also helps protect you and your loved ones in a world of constant change.

Personal Information

You can start this process by teaching us about you and your family. Click here to obtain a copy of our Personal Information Form to provide us with the initial basic information we will require, including a list of other professionals you are working with - your accountant, your financial advisor, and your insurance advisors - so we can include them in your planning process, to better accomplish your goals and objectives.

Estate Planning Workshop

After that, plan to attend one of our regularly scheduled Estate Planning Workshops and bring along your other advisors. Or contact us to schedule a seperate workshop for you, your family and advisors, or to review your existing plan.

Wealth Reception Planning

You may also want to ask about our Wealth Reception Planning -- looking at the recipients of your wealth to make sure they are prepared to receive it in the most advantageous way.


While designing your plan requires creativity, implementation of the plan to ensure that it works as you intend it to requires teamwork.  Our team works with you and your strategic advisors through a strategy-specific process to fully implement your plan.


Life changes, and the law changes, constantly.  Our maintenance program makes sure that we systematically meet with you and your strategic advisors on a regular basis to review and revise your plan as necessary to make sure that it will work when its required.

  Created and Maintained by WSI.
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