From assessing your needs to creating and implementing a comprehensive system, WealthPLAN approaches planning in the most effective, integrated way by working with other professionals toward the greatest benefit for the client.  We’ll join your circle of professionals or access our network of trusted advisors to create a multi-disciplinary team who collectively approaches your estate and wealth preservation matters.

Our services are available to our clients and to accountants, financial and investment professionals, and to other attorneys and their clients. We will support these professionals in reviewing a proposed plan, or creating an integrated strategy for clients, or take the lead responsibility for devising and fully implementing the plan.

WealthPLAN’s team members have nearly 100 years collectively in the realms of tax, trusts, and estates, giving us the ability to construct planning systems with insight, precision and creativity.