At WESSEL & COMPANY, we have experienced planners with broad financial, tax, and estate tax planning backgrounds to assist you in keeping what you have worked so hard for years in building for you and the next generation.
We are continually striving to guide our clients in the following key areas:
- Creation of an estate plan that meets your needs and those of your loved ones including preservation of the estate's liquidity
- Developing with your legal counsel appropriate wills, trusts, and powers of attorney
- Reviewing asset ownership and determining reallocation that are more tax advantaged
- Creating life insurance trusts where needed
- Analysis of current and projected life insurance needs
If you would like to receive more information about our Family Wealth Preservation services, please call or email Barry R. Gilchrist at bgilchrist@wesselcpa.com
