Our Services

At WealthPLAN, PC, we believe in being there for our clients. We encourage questions and take the time to make sure you are fully aware of your estate planning options. Learn more about the estate planning services we provide by accessing the pages below:

• Estate Planning
  • Wills
  • Revocable Living Trusts
  • Durable Power Of Attorney For Property
  • Power Of Appointment
  • Advance Health Care Directives/Living Wills
• Estate & Trust Litigation
  • Will Contest
• Probate & Trust Administration
  • Probating A Will
  • Intestate Succession
  • Nonprobate Transfers
• Advanced Estate Planning
  • Income, Estate & Gift Tax Planning
  • Inter Vivos Gifting
  • Self-Cancelling Installment Notes
  • Irrevocable Life Insurance Trusts (ILITs)
  • Special Needs Trust
  • Irrevocable Charitable Trusts (CRATs/CRUTs/CLATs/CLUTs)
  • Intentionally Defective Revocable Trusts (IDITs/IDGTs)
  • Irrevocable Trusts
• Business & Succession Planning
  • Choice Of Entities
  • Limited Liability Company
  • Partnerships & Limited Partnerships
  • Community Property
• Tax Controversy
  • IRS Examinations & Audits
  • Estate Tax Examination & Audits
  • Gift Tax Examination & Audits

Our firm is driven to assist you in achieving your dreams and ensuring that your legacy is fulfilled according to your wishes. Contact WealthPLAN, PC, to discuss how we can help you create an estate plan that reflects your goals. Call 408-918-9030.