Prepare for the Future and Safeguard Your Legacy

Wiles Law is a full-service tax and estate planning law firm committed to helping individuals and business owners plan for their families, protect their assets and preserve their legacies. Through our wealth transfer planning service, you can give your assets to whom you want the way you want and save every legal fee and tax dollar as legally possible.

No matter the size of your estate, setting up a comprehensive plan should be a priority. This will help you consolidate your wealth during your lifetime and ensure the ongoing management of your assets upon your disability or death. In addition, you can gain peace of mind through proactive estate and tax planning, knowing you have a safety net that protects your family and everything you've worked for.

In addition, an estate plan will also facilitate the transfer of assets to your heirs and favorite charities in an orderly fashion. A tax and estate planning attorney from Wiles Law can help you create the most effective wealth transfer planning strategies and techniques. So whatever your goals are for your estate, our team can make them a reality.

You spent a lifetime building your estate, and wealth transfer planning ensures that the only parties benefiting from your hard work are your loved ones and the organizations you care deeply about.

The Wiles Law team is your partner committed to providing excellent outcomes in your financial plans. Talk to us today, and we'll happily work with you to design an estate plan tailored to your goals and needs.

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Four Benefits of Estate Tax & Wealth Planning

Ensure the Financial Security of Your Beneficiaries With Our Tailored Solutions

Secures Your Family’s Way of Life

The primary goal of estate planning is to designate beneficiaries for your assets. Without a plan, the courts will decide who receives your estate in the event of your passing. The process can take years, rack up fees and cause unnecessary stress to those you left behind. Estate planning is a great way to fund your family's future and ensure they can live comfortably.

Minimizes Tax for Beneficiaries

The federal estate tax is a fee imposed on the transfer of your assets at the time of your death. While it's likely that you will be eligible for deductions, they are often limited. As a result, your beneficiaries will be paying a significant tax, hindering them from getting the most out of your assets. An estate plan is all about protecting your family. With the help of an estate planning attorney, you can minimize the tax burden for your family.

Eliminate Family Disputes

Family members fighting over their inheritance is a common occurrence, and disputes can get heated. Estate planning is a practical way of stopping conflicts and ensuring that everyone’s bests interests are represented. It will allow you to choose who controls your finances if you become incapacitated or after you pass, ensuring that your assets are handled the way you intended.

Enjoy Peace of Mind

Estate planning helps you prepare for the future and have peace of mind knowing that your family will be taken care of when you are gone. With a proper plan in place, your estate won't have to go through the probate process, saving your family lots of time, stress and money they must spend on fees. You can set up a customized plan for your goals and wishes with the right team.

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Why Choose Wiles Law To Oversee Your Estate Tax & Wealth Transfer Planning

Effective and Customized Services That Have Your Best Interests in Mind

Knowledgeable Practitioners

The Wiles Law team is a group of individuals with the right experience and degrees in their areas of expertise. We have been helping people for years with their estate tax and wealth transfer planning. We have worked with numerous clients on creating a tailored plan based on their needs. Therefore, you can count on our attorneys to utilize their knowledge to help you make the right decisions for your estate.

Wide Range of Expertise

Wiles Law is proud to offer a wide range of estate tax and wealth transfer strategies to meet your goals. Our planning efforts are coordinated with your accountant, financial advisors and other professionals to ensure that the estate plan we create is geared towards achieving the same objectives. In addition, we recognize that every client has unique needs, so leverage our diverse skill set to help you develop the most suitable plan for your beneficiaries.

Long-term Partnership

Developing an estate plan is a continuous endeavor. Our team will update your plan as needed and make changes to accommodate the latest developments in your life. When you choose to work with us, you get a long-term partner who is always ready to assist you. Whether you need to review your documents or update your plan, our team is always available whenever you need their assistance.

Genuine Concern and Compassion

Handling finances is often confusing, especially if you aren't well-versed in its terminologies. For this reason, it's always helpful to have the guidance of professionals. Our team will assist you in making your wills and trusts while helping you navigate the complexities of tax laws. With access to specialized expertise, Wiles Law can help guide you through this complex process.

Transparent Communication

Here at Wiles Law, we always keep our clients within the loop. You can count on our team to always be available to answer any questions or cater to any concerns that you may have. In addition, we always maintain clear communication with all we work with, helping us solve issues early on to make the planning processes as easy and seamless as possible.

Comprehensive Advice

Whether you need to draft wills and arrange trusts, the skilled attorneys at Wiles Law can create an effective estate plan while protecting your wealth from massive tax bites. We provide counsel on all aspects of the administration of your estates and trusts. So partner with a reputable estate planning firm like Wiles Law and contact us today.


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