Estate Planning

WMG advisors, working with your attorney, specialize in helping clients develop comprehensive estate plans designed to minimize estate taxation and preserve wealth. Utilizing current tax and estate law strategies such as:

  • Willis and durable P.O.A.’s
  • Living wills and Health Care P.O.A’s
  • Trusts, Gifting, and Charitable Giving
  • Transfer on Death and Beneficiary Designations
  • Life insurance and Long Term Care policies